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Teresa Lynn Haire

Stratos Wealth Partners, Ltd.

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About Teresa Lynn Haire

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.

Firm Information

Teresa Haire is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party managers

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Teresa Haire’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Teresa Lynn Haire. Review regulatory record here.
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