Unclaimed
Therese Christensen is a financial advisor with over 24 years of experience in the industry. She is currently registered with Voya Investments Distributor, LLC and Voya Financial Advisors, Inc. Therese holds licenses for Series 6, 7, 24, 26, 52, 53, and 63, as well as the SIE exam. Her previous employers include SLD America Equities, Inc., Directed Services LLC, Voya Retirement Advisors, LLC, and Woodbury Financial Services, Inc. Therese is registered to offer investment advice in Florida, Minnesota, Ohio and Texas.
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.
1
2
CT
05/19/2021 - Present
Voya Investments Distributor, LLC (WINDSOR CT)
MN
09/14/2011 - 12/31/2020
SLD AMERICA EQUITIES, INC. (Stillwater MN)
MN
09/14/2011 - 06/18/2018
DIRECTED SERVICES LLC (Stillwater MN)
MN
09/14/2011 - 11/29/2016
VOYA RETIREMENT ADVISORS, LLC (Stillwater MN)
MN
06/15/1998 - 09/14/2011
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
BOTH
Issued 03/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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