Unclaimed
Terilyn Schwartz is a financial advisor with Oxford Financial Group, Ltd. Terilyn has been in the financial services industry since 2014. Prior to joining Oxford Financial Group, Terilyn was a financial advisor with Northwestern Mutual Investment Services, LLC in Columbus, IN. Terilyn is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Terilyn's specializations include financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
05/19/2022 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IN
05/21/2014 - 05/03/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS IN)
BOTH
Issued 06/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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