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Theresa Ojewuyi

Wells Fargo Advisors
25 Years of Experience
Carbondale, IL
1 DisclosureBroker
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Theresa Ojewuyi is a registered investment advisor at Wells Fargo Advisors, based in Carbondale, IL, with 25 years of industry experience. Theresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1401 Financial Park, Carbondale, IL, 62902

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Theresa is involved with Carbondale Elementary School District No 95, attending monthly meetings and discussing fundraising strategies. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
October 2010 - Present · 16 yrs
Wells Fargo Clearing Services, LLCBroker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
April 2007 - July 2008 · 1 yr 3 mos
Pfic Securities CorporationBroker
August 2006 - April 2007 · 8 mos
Essex National Securities, INC.Broker
August 2003 - February 2006 · 2 yrs 6 mos
Edward JonesBroker
November 2000 - April 2003 · 2 yrs 5 mos
MML Investors Services, INC.Broker
June 2000 - August 2000 · 2 mos
First Union Brokerage Services, INC.Broker
March 1998 - January 2000 · 1 yr 10 mos
State Registrations30 states
ALARAZCACODEFLGAHIIAILINKSKYLAMAMDMIMNMONCNMNYORPATNTXVAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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