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Theresa Downey

Licenses

Life insurance
Health insurance
Series 6
Series 63

California Life Insurance License
#0A75175

Contact details

Phone: 714.494.6846
Email: theresa.downey@parsonex.com
Branch Office: Orange, CA
Directions

Registered Representative

Theresa Downey is a Registered Representative with Parsonex Securities, Inc. who specializes in investments and retirement plans for government employees, individuals and business owners. She has worked in the financial services industry since 1987 and has been securities licensed since May 1995. Theresa has extensive experience with both the county and city of Los Angeles’ Deferred Compensation and Retirement plans administered through Great West – Empower Retirement Services.

Theresa prides herself on understanding her client’s individual financial goals and objectives, while working together to implement a concise financial plan which helps her clients manage their assets and risk tolerance. She works with Parsonex Securities Inc. to provide her client’s access to the nation’s leading providers of investments and insurance products. Her business focus is on educating her clients while providing wealth management strategies, retirement planning and estate conservation. She can help you with your estate planning needs by assisting you with a Revocable Living Trust to ensure the smooth transition of assets to your beneficiaries.

Theresa is a widow, having recently lost her loving husband of 28 years, Steve, who was a retired Lieutenant with the Los Angeles County Sheriff’s Department after 34 years of service. She lives in Orange County with her daughter, Sarah, who is a senior at Chapman University in the fall. When she’s not helping clients plan for their retirement, she enjoys antiquing, boating, gardening, wine, Geocaching, and spending time with family and friends at Screaming Eagle Lodge, their restored 102-year-old cabin in Fawnskin, CA.


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Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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