Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Lyn Roberts is a financial advisor at Osaic Wealth, Inc., in Scottsdale, Arizona. Teri has over 10 years of experience in the financial services industry, specializing in portfolio management, financial planning, and pension consulting. Teri Lyn Roberts holds Series 7TO, SIE, and Series 24 licenses. Teri is registered with FINRA and is committed to providing personalized financial advice 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.
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AZ
12/21/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/21/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NY
12/21/2020 - 06/25/2024
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
10/13/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/21/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/21/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/21/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BC
Issued 05/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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