Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Anderson is a financial advisor who has been in the industry for over 20 years. Teresa currently works at Osaic Wealth, Inc. located in Scottsdale, AZ. Previously, Teresa has held positions with firms such as SAGEPOINT FINANCIAL, INC., AMERIPRISE FINANCIAL SERVICES, LLC, OPPENHEIMER & CO. INC., and UBS FINANCIAL SERVICES INC. Teresa is licensed to provide investment advice in the state of Arizona.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
11/23/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
10/04/2016 - 11/06/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)
AZ
08/19/2013 - 09/16/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
10/26/2006 - 08/19/2013
OPPENHEIMER & CO. INC. (SCOTTSDALE AZ)
AZ
08/12/2006 - 11/08/2006
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
06/24/2002 - 08/12/2006
PIPER JAFFRAY & CO. (SCOTTSDALE AZ)
BC
Issued 12/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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