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Ali Marie samek Ternan

Osaic Wealth, Inc.

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About Ali Marie samek Ternan

Ali Marie samek Ternan is a financial advisor in Folsom, CA. Ali is a registered representative of Osaic Wealth, Inc. Ali has been a financial advisor since 2010. Ali holds Series 7, Series 31, Series 66, and SIE licenses. Ali has been registered with Securities America, Inc. and Robert W. Baird & Co. Incorporated in the past. Ali is a Certified Financial Planner. Ali offers financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.

Firm Information

Ali Ternan is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ali Ternan’s Registration & Firm History

CA

06/14/2024 - Present

Osaic Wealth, Inc. (FOLSOM CA)

CO

05/12/2023 - 06/14/2024

SECURITIES AMERICA, INC. (BOULDER CO)

CO

02/07/2014 - 05/18/2023

ROBERT W. BAIRD & CO. INCORPORATED (BOULDER CO)

CO

09/03/2009 - 06/05/2013

LPL FINANCIAL LLC (BOULDER CO)

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Licenses & Designations

BOTH

Issued 06/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2016

Series 31 - Futures Managed Funds Examination

BC

Issued 09/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ali Marie samek Ternan.
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