Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa McAllister is a financial advisor with over 30 years of experience in the financial services industry. Teresa is currently registered with Osaic Wealth, Inc. and holds a Series 7, Series 24 and Series 63 license. Teresa has a passion for helping individuals and families achieve their financial goals. She provides a variety of financial planning services including retirement planning, investment management, and insurance planning. Teresa is committed to providing her clients with personalized service and guidance.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
04/05/2002 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
WI
09/14/1999 - 04/10/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
12/11/1996 - 09/20/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
02/21/1991 - 11/22/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/21/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
12/03/1987 - 01/25/1989
EQUICO SECURITIES, INC.
NA
12/03/1987 - 01/25/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
02/26/1987 - 12/09/1987
DOUGLAS BREMEN & CO., INC.
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Teresa McAllister is the right advisor for you? Invested Better is here to help.
