Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Alayne Stitzinger is a financial advisor with Osaic Wealth, Inc. Teri has been in the financial services industry since 2011 and has held licenses in both Pennsylvania and Georgia. Teri has a wide range of experience in the financial services industry, including working with Ameriprise Financial Services, Inc., Investment Professionals, Inc., and Securities America, Inc. Teri holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Teri is committed to providing her clients with personalized financial advice and guidance.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (BROOKVILLE PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKVILLE PA)
PA
08/31/2018 - 07/17/2020
INVESTACORP, INC. (DuBois PA)
PA
06/21/2018 - 08/15/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Dubois PA)
PA
12/02/2011 - 08/15/2018
INVESTMENT PROFESSIONALS, INC. (DUBOIS PA)
PA
06/29/2011 - 11/21/2011
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
IA
Issued 10/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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