Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Renee Glaspy is a registered representative with Osaic Wealth, Inc. Teri is a financial professional with over a decade of experience in the industry. Teri has a strong background in investment advising and financial planning, and is committed to helping clients achieve their financial goals. Teri has a Series 6, 7, and 66 licenses and is registered in multiple states, including California, Arizona, Florida, Nevada, New Mexico, Washington, and Wisconsin. Teri is also registered as an Investment Advisor Representative in California.
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
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
11/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROSEVILLE CA)
CA
07/13/2012 - 10/31/2017
CENTAURUS FINANCIAL, INC. (GRASS VALLEY CA)
WA
01/14/1993 - 10/05/1993
SAFECO SECURITIES, INC. (BELLEVUE WA)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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