Unclaimed
Teoman Ozsan is a financial advisor with Ba Securities, LLC, a firm based in W. Conshohocken, Pennsylvania. Teoman has been in the industry since November 2011, and holds licenses including Series 63, SIE, Series 82, and Series 79. Teoman has worked at several firms over the years, including Stillpoint Capital, LLC and Lazard Frères & Co. LLC. Teoman is registered to provide investment advice in Pennsylvania, Texas, and Virginia.
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.
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.
1
2
PA
06/28/2018 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
FL
09/19/2013 - 06/28/2018
STILLPOINT CAPITAL, LLC (TAMPA FL)
DC
08/02/2011 - 05/31/2013
LAZARD FRERES & CO. LLC (WASHINGTON DC)
BC
Issued 10/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 08/01/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Teoman Ozsan is the right advisor for you? Invested Better is here to help.