Selena P. Teasley

APPLIED WEALTH MANAGEMENT

MARIETTA, GA

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CRD#: 7172326

Professional summary

Selena Patrice Teasley, CFP®, who also goes by Selena Patrice Merrill, is a registered financial advisor currently at APPLIED WEALTH MANAGEMENT located in Marietta, Georgia.

Selena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Selena has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Selena Patrice Merrill

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.

1) KAJE TRAVEL AGENCY- travel agent, sale vacation package, START DATE: 06/01/2012, ADDRESS: 8024 WINDMARK PL, LITHIA SPRINGS, GA 3012, 4 TOTAL HOURS PER MONTH, 0 HOURS DURING NORMAL BUSINESS HOURS, NON INVESTMENT RELATED, Less than 10% annual compensation, 2) Other Insurance- Sell insurance products not offered by Guardian, START DATE: 4/29/2020, ADDRESS: 5040 ROSWELL RD, ATLANTA GA, 30342, 1 total HOUR PER MONTH, 1 HOUR DURING NORMAL BUSINESS HOURS, INVESTMENT RELATED, Less than 10% annual compensation, 3) JA Consulting/Contractor-Independent Contractor Credit Repair , START DATE: 12/14/2020, ADDRESS:2896 O Shield's Ct, Marietta, GA, 12 total HOUR PER MONTH, 10 HOURs DURING NORMAL BUSINESS HOURS, Not INVESTMENT RELATED, Less than 10% annual compensation, 4) KYN Business Consulting-Monthly Review of Management Reports (Profit/Loss Statement + Balance Sheet) with insight and data for revenue trends, profit margin, cash analytics, and profit allocations, Start date: 03/01/2021, Address:2896 O Shield's Ct, Marietta, GA, 25 total hours per month, 12 during securities trading hours, Not investment related, More than 10% annual compensation,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Selena Patrice Teasley's 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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 20, 2022 - Present

APPLIED WEALTH MANAGEMENT

RIA

CRD#: 318732

MARIETTA, GA

Past

August 28, 2020 - September 2, 2022

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

ATLANTA, GA

Past

June 29, 2020 - September 2, 2022

PARK AVENUE SECURITIES LLC

CRD#: 46173

ATLANTA, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/29/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/29/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/17/2020

Securities Industry Essentials Examination

Current Firm

APPLIED WEALTH MANAGEMENT

APPLIED WEALTH MANAGEMENT | APPLIED WEALTH MANAGEMENT FINANCIAL & INSURANCE SERVICES LLC

CRD#: 318732 / SEC#:

California

Registered Investment Advisory firm - (4/29/2022 Approved)

Georgia

Registered Investment Advisory firm - (10/20/2022 Approved)

Nevada

Registered Investment Advisory firm - (8/11/2022 Approved)

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Contact information

Main Address

5500 Ming Ave Suite 265, Bakersfield, CA 93309

Mailing Address

Phone number

(818) 726-1842

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 44,000,000

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.

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Selena P. Teasley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Selena Patrice Teasley's CRS (Customer Relationship Summary).

Certified licenses

Experience

APPLIED WEALTH MANAGEMENT

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2020

Series 7TO

Date: 6/29/2020

SIE

Date: 2/17/2020

Current Firm

APPLIED WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

APPLIED WEALTH MANAGEMENT

TRUST BUT VERIFY

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