Unclaimed
Teresa A. Brazier is a financial advisor at Osaic Wealth, Inc. in Chattanooga, TN. Teresa has over 20 years of experience in the financial services industry. Teresa holds Series 7, 63 and 66 licenses, and has been registered with FINRA since 1997. Prior to joining Osaic Wealth, Inc., Teresa worked at Woodbury Financial Services, Inc., Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
TN
01/19/2024 - Present
Osaic Wealth, Inc. (CHATTANOOGA TN)
TN
03/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
10/07/2008 - 04/06/2017
RAYMOND JAMES & ASSOCIATES, INC. (CHATTANOOGA TN)
TN
11/23/1999 - 05/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHATTANOOGA TN)
NY
10/08/1997 - 03/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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