Terri Osness
Private Wealth Financial Advisor, Managing Director, Investments at Wells Fargo Advisors
Based in Phoenix, United States
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Seniority
Director
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
15K
Contact information
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t•••••••@wellsfargoadvisors.com
Phone
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Background
About Terri Osness
As a Financial Advisor with a CERTIFIED FINANCIAL PLANNER ™ certification, I am dedicated to a select group of individuals, families and businesses to help build, manage, preserve and transition their wealth. I am passionate about helping my clients succeed financially. My mission is to provide every client with a comprehensive targeted investment plan based on their individual needs and goals-delivered with the highest level of personal service and professional integrity. This information is intended for the use only by residents AR, AZ, CA, IL, MN, MT, NH, NY, NV, OR, WA only. Please contact me by email at terri.osness@wellsfargo.com or by phone at 480-912-8613. I cannot respond to messages through LinkedIn Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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