Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Buechner is a financial advisor in Madison, Wisconsin. She is a registered representative of Osaic FA, Inc., a firm that offers various advisory services, including financial planning and portfolio management. Terri has been working in the financial industry since 2014 and has experience working with individuals, businesses, and pension plans. She is also a certified yoga instructor. Terri holds the Series 6, Series 63, Series 65, and SIE licenses.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
WI
08/22/2022 - Present
Osaic FA, Inc. (MADISON WI)
WI
05/07/2021 - 04/11/2022
INDEPENDENT FINANCIAL GROUP, LLC (MCFARLAND WI)
WI
11/15/2018 - 05/17/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (McFarland WI)
WI
04/06/2016 - 12/31/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (MIDDLETON WI)
WI
01/31/2014 - 08/25/2015
LPL FINANCIAL LLC (MIDDLETON WI)
IA
Issued 04/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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