Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Qualy is a financial advisor with Osaic Wealth, Inc. Trisha has been in the financial services industry since 2013 and has a wide range of experience. Trisha is a Certified Financial Planner and holds the Series 66, Series 24 and Series 7 licenses. Trisha is registered in 36 states and 5 jurisdictions. Trisha specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Trisha is committed to providing her clients with personalized financial advice and guidance. Trisha is also a Managing Partner at Affiliated Advisors, LLC and is a Certified Financial Planner for Financially Fluent Advisors, LLC.
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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MN
10/07/2019 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
MN
10/07/2013 - 10/21/2019
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
BOTH
Issued 05/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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