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Teri Alayne Stitzinger

Osaic Wealth, Inc.

Brookville, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-14
  • PA RA
    APPROVED
    Since 2024-06-14

Branch Locations

86 Barnett St, Brookville, PA 15825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S&T Bank Dubois PA 11/2011 08/2018
Investment Professionals, Inc. Indiana PA 12/2011 08/2018
Investacorp Inc Miami FL 08/2018 07/2020
Investacorp Advisory Services Miami FL 08/2018 07/2020
Ameriprise Financial Services Dubois PA 06/2018 08/2018
Barber Financial Co Dubois PA 08/2018 07/2020
Securities America, Inc. Brookville PA 07/2020 06/2024
Securities America Advisors, Inc. Brookville PA 07/2020 06/2024
Stitzinger Financial Solutions Brookville PA 12/2020 Present
Osaic Wealth, Inc. Brookville PA 06/2024 Present
  • 11/2011 → 08/2018
    S&T Bank
    Dubois, PA
  • 12/2011 → 08/2018
    Investment Professionals, Inc.
    Indiana, PA
  • 08/2018 → 07/2020
    Investacorp Inc
    Miami, FL
  • 08/2018 → 07/2020
    Investacorp Advisory Services
    Miami, FL
  • 06/2018 → 08/2018
    Ameriprise Financial Services
    Dubois, PA
  • 08/2018 → 07/2020
    Barber Financial Co
    Dubois, PA
  • 07/2020 → 06/2024
    Securities America, Inc.
    Brookville, PA
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    Brookville, PA
  • 12/2020 → Present
    Stitzinger Financial Solutions
    Brookville, PA
  • 06/2024 → Present
    Brookville, PA
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    Brookville, PA
    Dubois, PA
  • 2018-08-31 → 2020-07-17
    Investacorp Advisory Services Inc
    Dubois, PA
  • 2018-06-21 → 2018-08-15
    Dubois, PA
  • 2014-10-14 → 2018-08-15
    Investment Professionals, Inc.
    Dubois, PA
    San Antonio, TX
    Indiana, PA
    Clarion, PA
    Danville, KY
Other Businesses

1. DBA - Stitzinger Financial Solutions 2. STITZINGER FINANCIAL SOLUTIONS POSITION: Financial Advisor/Planner NATURE: Writing Insurance for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2021 ADDRESS: 86 Barnett St., Brookville PA 15825, United States DESCRIPTION: I work with my clients to establish if they are sufficiently covered in the case of accident, needing income, death, or a LTC need. 3. STITZINGER FINANCIAL SOLUTIONS POSITION: Advisor NATURE: Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2021 ADDRESS: 86 Barnett St., Brookville PA 15825 DESCRIPTION: I use advisory accounts for some clients vs commission accounts 4. STITZINGER FINANCIAL SOLUTIONS, LLC POSITION: Manager NATURE: It is the marketing name of my Branch. I put this on business cards, letterhead, and envelopes. It is my DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 86 Barnett St., Brookville PA 15825 DESCRIPTION: It is my DBA, marketing name.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-13
S63 Uniform Securities Agent State Law Examination 2011-09-22
  • S65 Uniform Investment Adviser Law Examination
    2014-10-13
  • S63 Uniform Securities Agent State Law Examination
    2011-09-22
Designations

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