Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Clark is a financial advisor at Ameriprise Financial Services, LLC. Theresa has been in the industry for over 30 years and holds the Series 7, Series 63, and Series 65 licenses. She has a broad range of experience working with clients in various industries, including individuals, trusts and estates, insurance companies, charitable organizations, and pension plans. Theresa is dedicated to providing personalized financial advice and customized investment strategies to meet her clients' financial goals. She is passionate about helping people achieve financial security and peace of mind.
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.
1
2
TX
10/18/2013 - Present
Ameriprise Financial Services, LLC (SOUTHLAKE TX)
TX
06/01/2009 - 10/24/2013
MORGAN STANLEY (ARLINGTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTHLAKE TX)
TX
03/04/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SOUTHLAKE TX)
NY
03/01/2001 - 03/31/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/02/1998 - 03/01/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
09/27/1991 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Clark is the right advisor for you? Invested Better is here to help.
