Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Anderson is a financial advisor with over 35 years of experience in the industry. Theresa has worked with Osaic Wealth, Inc. since January 2024. Before that, Theresa worked with Woodbury Financial Services, Inc. and LifeUSA Securities, Inc.. Theresa's expertise spans a wide range of areas, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Theresa is licensed to offer investment advice in Minnesota.
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.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
03/25/1999 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
05/22/1997 - 04/02/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
MN
06/06/1994 - 06/05/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
09/16/1986 - 06/05/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 01/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/12/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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