Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresita? Claim Your ProfileTeresita Paje is an investment advisor with over 20 years of experience in the financial industry. Teresita has been a registered representative at Osaic Wealth, Inc. since September 2023, previously holding roles at SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Teresita has a diverse skillset and has passed numerous industry exams including Series 6, Series 63, and the Securities Industry Essentials Exam (SIE). Teresita has successfully registered with the state of California and Texas. Teresita focuses on a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
07/16/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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