Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Dutridge is a financial advisor registered with Osaic Wealth, Inc. Theresa has been in the industry for 10 years. Theresa has passed the Series 6, Series 7, Series 24, Series 66, and SIE exams. Theresa holds a license in Ohio. In addition to working as a financial advisor, Theresa also serves as a Notary Public for the State of Ohio and is an insurance agent. Theresa holds a supervision and compliance officer position with Savage and Associates.
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
OH
06/24/2022 - Present
Osaic Wealth, Inc. (MAUMEE OH)
MI
12/22/2020 - 06/27/2022
FIFTH THIRD SECURITIES, INC. (LAMBERTVILLE MI)
OH
02/21/2018 - 05/18/2019
EDWARD JONES (SYLVANIA OH)
BOTH
Issued 03/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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