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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Elaine Teschemacher is a registered investment advisor representative with Osaic Wealth, Inc. Carolyn has been in the financial industry since 1987. Carolyn is licensed to provide financial services in several states. Carolyn has experience in financial planning, pension consulting, and portfolio management. Carolyn is committed to providing clients with the highest quality of service and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
07/18/2003 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
MA
03/23/1990 - 07/30/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
TX
05/11/1987 - 11/08/1989
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NA
10/31/1986 - 06/11/1987
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BOTH
Issued 10/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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