Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Diana Owsley is a financial advisor with Stratos Wealth Partners, Ltd. Teresa has been in the financial services industry since 1994. Teresa is registered to provide investment advice in Louisiana, Ohio and Texas. Teresa has a Series 6, 7 and 63 license as well as the Series 65 and SIE. Teresa is also registered with FINRA and is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (Powell OH)
OH
10/26/1998 - 11/30/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
CT
05/06/1994 - 07/29/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 08/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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