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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Marie Oclair is a financial advisor registered with Calton & Associates, Inc. based in Tampa, Florida. She has been working in the financial industry since July 1998 and has experience in providing a wide range of financial services to individuals and businesses. Teresa holds licenses for Series 6, 7, 63, and 65, and has expertise in providing financial planning, portfolio management, and pension consulting services. Her current firm is Calton & Associates, Inc., but she has also worked at firms such as CAPITAL FINANCIAL SERVICES, INC., STERNE AGEE FINANCIAL SERVICES, INC., and AMERICAN INVESTMENT SERVICES, INC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/20/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
ND
07/28/2004 - 05/17/2019
CAPITAL FINANCIAL SERVICES, INC. (BISMARCK ND)
AL
05/15/2002 - 08/02/2004
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
OK
07/20/1998 - 05/15/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
IA
Issued 03/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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