Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Margaret Enloe is a financial advisor with LPL Financial LLC. Theresa has been working in the financial services industry since 2004 and has experience at a variety of firms, including WELLS FARGO CLEARING SERVICES, LLC, FIRST ALLIED SECURITIES, INC., WEDBUSH MORGAN SECURITIES INC., and RAYMOND JAMES FINANCIAL SERVICES, INC. Theresa holds the Series 7, Series 63, and SIE licenses. Theresa is registered to provide investment advice in North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/22/2019 - Present
LPL Financial LLC (FORT MILL SC)
NC
05/13/2011 - 01/08/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
OR
02/24/2006 - 06/18/2009
FIRST ALLIED SECURITIES, INC. (PORTLAND OR)
CA
10/11/2005 - 02/07/2006
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
FL
12/03/2004 - 09/12/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
04/20/2004 - 10/07/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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