Teresa Betzler, financial advisor Baltimore MD

Teresa Betzler

CRD Number: 2475846
Current Firm: Wells Fargo Clearing Services, LLC

Teresa Betzler (CRD# 2475846) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Baltimore, MD and has 1 year of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
Wells Fargo Clearing Services LLC Baltimore, MD Jan 2018 - Current 3
Allied Universal Protection Services Inc. Augusta, GA Mar 2017 - Jan 2018 < 1
Orvino Wine Imports Coral Springs, FL Jun 2016 - Jan 2018 1
Not Employed Aiken, SC Mar 2016 - Jun 2016 < 1
Not Employed- Severe Illness (opthalmic Shingles) Aiken, SC Dec 2015 - Mar 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2015 < 1
Morgan Stanley Smith Barney Aiken, SC Mar 2013 - Dec 2015 2
Iasg, Inc. Chicago, IL Dec 2011 - Feb 2013 1
Rosenthal Collins Group LLC Chicago, IL May 2008 - Dec 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Teresa Y. Betzler
Phone Number: 314-875-3000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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