Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Marie Sell is an investment advisor representative who has been in the financial services industry for 16 years. She currently works for Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Her firm specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Theresa has held previous roles at Securities America, Inc., Cambridge Investment Research, Inc., and The O.N. Equity Sales Company. She is licensed to provide financial advice in Michigan, Wisconsin, and other states.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (MENOMINEE MI)
MI
01/03/2023 - 06/14/2024
SECURITIES AMERICA, INC. (MARQUETTE MI)
MI
12/13/2021 - 01/24/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Marquette MI)
MI
09/12/2017 - 12/17/2021
THE O.N. EQUITY SALES COMPANY (Marquette MI)
MI
12/06/2007 - 09/15/2017
THRIVENT INVESTMENT MANAGEMENT INC. (Marquette MI)
IA
Issued 01/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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