Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Lynn Osness is a financial advisor with over 25 years of experience in the industry. Terri is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 63, and 66 licenses, as well as a Series 65 license. Terri is currently registered with Wells Fargo Clearing Services, LLC. Terri has previously worked with other firms including Wells Fargo Investments, LLC, Quest Capital Strategies, Inc., Banc of America Investment Services, Inc., BA Investment Services, Inc., Key Investments Inc., and Puget Sound Securities, Inc. Terri has a strong background in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses. Terri has experience working with clients of all types, including individuals, families, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/24/2020 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
10/12/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
CA
07/09/2001 - 05/12/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
07/12/1999 - 12/17/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/09/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
OH
01/15/1993 - 02/08/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
WA
11/25/1991 - 01/18/1993
PUGET SOUND SECURITIES, INC. (SEATTLE WA)
BOTH
Issued 10/20/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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