Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Irwin Teplitsky is a financial advisor with Osaic Wealth, Inc. located in Chandler, Arizona. Perry has been in the financial services industry since 1983. Perry's primary focus is on providing financial advice to individuals, families, and businesses. Perry is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 66, and Series 63 license. Perry also holds the SIE exam. Perry's previous employment includes SAGEPOINT FINANCIAL, INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., MCDONALD INVESTMENTS INC., WESTAMERICA INVESTMENT GROUP, NORCROSS SECURITIES, INC., PEACOCK, HISLOP, STALEY & GIVEN, INC., COLUMBUS SECURITIES, INC., HILBY WILSON INC., YOUNG, SMITH & PEACOCK, INC., and BOETTCHER & COMPANY. Perry is committed to providing personalized financial advice to help clients reach 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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (CHANDLER AZ)
AZ
01/08/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
10/31/2005 - 12/31/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
04/14/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OH
03/01/2001 - 04/17/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
AZ
02/14/1995 - 03/06/2001
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
AZ
05/04/1992 - 03/06/1995
NORCROSS SECURITIES, INC. (PHOENIX AZ)
AZ
08/27/1990 - 05/19/1992
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
NA
03/02/1987 - 08/08/1990
COLUMBUS SECURITIES, INC.
NA
06/17/1986 - 02/07/1987
HILBY WILSON INC.
NA
11/04/1981 - 05/07/1984
YOUNG, SMITH & PEACOCK, INC.
NA
11/23/1980 - 11/15/1981
BOETTCHER & COMPANY
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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