Theresa A. Wilson
Professional summary
Theresa A Wilson, who also goes by Tessie Slawski, Theresa Slawski, Tessie Wilson, Theresa Wilson, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Phoenix, Arizona.
Theresa is registered as a RR (Registered Representative) and started their career in finance in 2022. Theresa has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Theresa A Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 11811 N. Tatum Blvd. Suite 1085, Phoenix, AZ 85028State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/22/2022)
Exams
Series 6TO
Date: 7/1/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
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.
