Unclaimed
Teresa Louise Wietzikoski is a financial advisor with Osaic Wealth, Inc. located in Tifton, GA. Teresa has over 30 years of experience in the financial services industry. She has a broad range of experience in providing financial advice to individuals, families and businesses. Teresa is committed to helping her clients achieve their financial goals. She has extensive experience in investment management, financial planning, and retirement planning. Teresa has a comprehensive understanding of the financial markets and is committed to providing her clients with personalized and tailored financial advice. She holds the Series 6, 7, 63 and 65 licenses and is registered with the state of Georgia. Teresa is also a member of the Financial Planning Association.
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
GA
06/14/2024 - Present
Osaic Wealth, Inc. (Tifton GA)
GA
12/01/2003 - 06/14/2024
SECURITIES AMERICA, INC. (ATLANTA GA)
MA
08/20/1993 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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