Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Fritz is a financial advisor with over 35 years of experience in the financial services industry. Terry is a registered representative of Osaic Wealth, Inc. and is licensed to provide financial advice in 24 states. Terry holds Series 6, 7, and 63 licenses and specializes in financial planning, portfolio management, and pension consulting. Terry has a long history of providing financial guidance to individuals, businesses, and charitable organizations. Terry previously worked with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., ISFA CORPORATION, and PRUCO SECURITIES CORPORATION.
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.
1
2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (TAMAQUA PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TAMAQUA PA)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/01/1988 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
WI
04/15/1987 - 09/06/1988
ISFA CORPORATION (APPLETON WI)
NA
02/20/1987 - 04/10/1987
PRUCO SECURITIES CORPORATION
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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