Teri Stitzinger, financial advisor Dubois PA
93 score

Teri Stitzinger

CRD Number: 5927178
Current Firm: Investment Professionals, Inc.

Teri Stitzinger (CRD# 5927178) is an Investment Advisor Representative working at Investment Professionals, Inc. in Dubois, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals, Inc. Indiana, PA Dec 2011 - Current 6
S&t Bank Dubois, PA Nov 2011 - Current 6
Pruco Securities LLC Pittsburgh, PA May 2011 - Nov 2011 < 1
The Prudential Insurance Company Of America Pittsburgh, PA May 2011 - Nov 2011 < 1
Brookville Hospital Brookville, PA Apr 2000 - Oct 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Teri A. Stitzinger
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    622
    MILLIONS
  • Total Number of Accounts
    5,581
    ACCOUNTS
  • Average Account Value
    $111,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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