Unclaimed
Teresa Lynn Haire is a financial advisor currently working with Stratos Wealth Partners, Ltd. Teresa has over 20 years of experience in the financial services industry. Teresa has a strong background in helping individuals and families achieve their financial goals. Teresa is committed to providing personalized advice and guidance to her clients.
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
AZ
03/17/2016 - Present
Stratos Wealth Partners, Ltd. (Prescott AZ)
AZ
10/17/2005 - 01/08/2016
WELLS FARGO ADVISORS, LLC (PEORIA AZ)
MN
09/22/2003 - 09/28/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MO
07/01/2003 - 09/25/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/12/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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