Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa O'Connor is a financial advisor who has been in the industry for over 25 years. Teresa works with a wide range of clients, including high-net-worth individuals, families, businesses, and non-profit organizations. She provides a variety of financial services, including financial planning, portfolio management, and retirement planning. Teresa is committed to helping her clients achieve their financial goals. Teresa is currently registered with Osaic Wealth, Inc. and previously worked with VOYA FINANCIAL ADVISORS, INC., ONEAMERICA SECURITIES, INC., and AMERICAN UNITED LIFE INSURANCE COMPANY.
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
05/24/2021 - Present
Osaic Wealth, Inc. (SPRING TX)
TX
12/15/2003 - 05/26/2021
VOYA FINANCIAL ADVISORS, INC. (SPRING TX)
IN
03/31/1998 - 12/16/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/19/1997 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 12/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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