Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Mc gartland has been in the financial industry since January 16, 1992. Theresa is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Theresa is licensed to provide investment advice and securities products in Illinois and Nevada. Previously, Theresa was registered with IDS Life Insurance Company in Minnesota and worked with the firm from January 17, 1992 to July 3, 2006. Theresa holds Series 63, 65, 7, 9, 10, 24 and SIE licenses. Theresa provides financial planning, pension consulting, asset allocation services, portfolio management for individuals and businesses and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
07/15/2024 - Present
Ameriprise Financial Services, LLC (Quincy IL)
MN
01/17/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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