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 Stamper is a financial advisor with Osaic Wealth, Inc. based in Punta Gorda, FL. Terry has been in the financial industry since February 11, 2012. Terry is a Certified Financial Planner and holds the Series 65, Series 6TO and SIE licenses. Terry offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
FL
04/05/2024 - Present
Osaic Wealth, Inc. (PUNTA GORDA FL)
IA
Issued 07/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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