Theresa Fanning
Chief Operating Officer @Clarus Wealth Advisors
Peoria, AZ, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Mar 2018 — Present
Chief Operating Officer @Clarus Wealth Advisors
View department →
Peoria, AZ, US
SKILLS
Series 63Mutual FundsRisk ManagementLicensingSeries 7InsuranceFinraInvestmentsManagementFinancial ServicesComplianceFinanceAuditingTrainingHuman ResourcesSecurities RegulationSecurities
ABOUT THERESA FANNING
Series 7, 63, 66, 9/10, 24, 4, 14, 53 and Texas L&H Insurance LicenseSolid, varied background in financial services industry with strong emphasis in Compliance, Supervision and Technology issues. Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.Securities offered through Private Client Services, member FINRA & SIPC.Clarus Wealth Advisors LLC and Private Client Services are unaffiliated companies.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.