Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Marie Ellison is a financial advisor with over 20 years of experience in the industry. Theresa is currently registered with Avantax Investment Services, Inc. Theresa has also held positions at Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC and Cetera Advisor Networks LLC. Theresa is a Series 6, Series 26 and SIE licensed advisor.
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.
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.
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2
TX
07/01/2024 - Present
Avantax Investment Services, Inc. (DALLAS TX)
IA
06/10/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
11/10/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 01/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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