Teri Stitzinger (CRD# 5927178) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brookville, PA and has over 12 years of experience in the finance industry. Teri Stitzinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6994913
Edward Jones
CRD# 4822754
Securities America Advisors, Inc.
CRD# 804800
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stitzinger Financial Solutions | Brookville, PA | Dec 2020 - Current | 3 |
| Securities America, Inc. | Brookville, PA | Jul 2020 - Current | 3 |
| Securities America Advisors, Inc. | Brookville, PA | Jul 2020 - Current | 3 |
| Investacorp Inc. | Miami, FL | Aug 2018 - Jul 2020 | 1 |
| Investacorp Advisory Services | Miami, FL | Aug 2018 - Jul 2020 | 1 |
| Barber Financial Co | Dubois, PA | Aug 2018 - Jul 2020 | 1 |
| Ameriprise Financial Services | Dubois, PA | Jun 2018 - Aug 2018 | < 1 |
| Investment Professionals, Inc. | Indiana, PA | Dec 2011 - Aug 2018 | 6 |
| S&t Bank | Dubois, PA | Nov 2011 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Sep 2011 |
- PA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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