Teresa Steele is a registered investment advisor, based in Independence, MO, with 32 years of industry experience.
Location
14810 E 42nd St South, Independence, MO, 64055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa sells fixed insurance products with various companies since 1993, dedicating a few hours per week. She also serves on the board of multiple community organizations and owns Evans and Steele Financial, LLC, spending nearly full-time hours on it.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLCBroker
LPL Financial Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.