Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therese? Claim Your ProfileTherese Alma Clowery is a registered representative with LPL Financial LLC and has been in the industry since December 13, 2006. Therese holds the Series 6 and SIE licenses and has an active registration in Vermont. She is located at 578 E MAIN ST in NEWPORT, VT. The firm's main office is located in FORT MILL, SC. LPL Financial LLC has an approximate client count of 168,915 and assets under management of more than $50 billion. The firm primarily serves individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Therese provides financial planning, portfolio management for individuals and businesses, and other consulting services.
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.
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VT
12/13/2006 - Present
LPL Financial LLC (NEWPORT VT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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