Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Cha is an investment advisor representative with Osaic Wealth, Inc., based in Torrance, CA. Teresa has been in the financial industry since 1996 and has worked for several firms, including Securities America, Inc., Brecek & Young Advisors, Inc., USAllianz Securities, Inc., Veritrust Financial, LLC, and Aragon Financial Services, Inc. Teresa holds a Series 6, Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Teresa specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (TORRANCE CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (TORRANCE CA)
CA
03/23/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TORRANCE CA)
MN
05/10/2004 - 03/24/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
TX
04/22/2002 - 04/22/2004
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
11/19/1996 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
02/02/1994 - 06/28/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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