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TP

Theresa L. Postgate-bresnahan

FINANCIAL SENSE SECURITIES
SAN DIEGO, CA 92127
Some features on this profile are disabled
CRD#: 2330994
TP

Professional summary

Theresa Lynn Postgate-bresnahan, who also goes by Tere Bresnahan Ms, Tere Postgate Ms, Theresa Lynn Postgate, is a registered financial professional currently at FINANCIAL SENSE SECURITIES, INC. located in San Diego, California.

Theresa is registered as a RR (Registered Representative) and started their career in finance in 1993. Theresa has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tere Bresnahan Ms | Tere Postgate Ms | Theresa Lynn Postgate

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Theresa Lynn Postgate-bresnahan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 18, 2017 - Present

FINANCIAL SENSE SECURITIES, INC.

Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127
BD
CRD#: 39301
SAN DIEGO, CA
Past

August 24, 2007 - May 30, 2017

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
SAN DIEGO, CA
Past

October 31, 2002 - July 25, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN DIEGO, CA
Past

April 22, 2002 - November 22, 2002

VERITRUST FINANCIAL, LLC

BD
CRD#: 106594
AUSTIN, TX
Past

January 4, 1994 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

June 28, 1993 - February 8, 1994

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/18/2017)
RR
North Carolina
(1/16/2018)
RR
Tennessee
(1/10/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/26/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FS
FINANCIAL SENSE SECURITIES, INC.
FINANCIAL SENSE SECURITIES, INC. | PUPLAVA SECURITIES, INC. | FINANCIAL SENSE WEALTH MANAGEMENT

CRD#: 39301 / SEC#: , 8-48630

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
10920 Via Frontera Suite 500, San Diego, CA 92127
Mailing Address
10920 Via Frontera Suite 500, San Diego, CA 92127
Phone number
(858) 487-3939
Established
California since 08/22/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FINANCIAL SENSE ADVISORS, INC.SHAREHOLDER111090
PUPLAVA, JAMES JOSEPHCEO & CCO736091
PUPLAVA, JAMES JOSEPHPRESIDENT736091
PUPLAVA, MARY BESTSECRETARY2662349
ROBERTS, CHRISTOPHER DEEFINOP6505465

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL SENSE SECURITIES, INC.

CRD#: 39301San Diego, CA 92127

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