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Terrie Austin

9961 Brewster Lane Ste. 200

Powell, OH

43065

Phone:

Email:

(614) 300-5657 ext 1657

Terrie has more than 17 years in the financial services industry, beginning in 1995. Terrie attended Marshall University for 2 years in her hometown of Huntington, WV. She subsequently graduated from Western Michigan University in Kalamazoo, MI with a bachelor's degree in Corporate Finance and a minor in Economics. 

 

While she has experience and specializes in assisting clients with goal planning in all stages of life for retirement, education, and wealth transfer, Terrie also specializes in the area of Women In Transition.  She has a passion for working with women at all stages of their lives, but especially when a life event creates financial questions requiring specialized advice.

 

Terrie's personal commitment to her clients is to provide them with customized service to assist in the pursuit of their financial goals.  Terrie takes a client centered approach, with integrity and confidentiality being of utmost importance.  She meets with her clients periodically to make adjustments to their portfolios in the attempt to solidify their path to success.

Licensing and Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)  

  • Registered General Securities Representative (FINRA Series 7 through LPL Financial)

  • Registered Uniform Securities Agent (FINRA Series 63 through LPL Financial)

  • Investment Advisor Representative (FINRA Series 65 through Stratos Wealth Partners)

  • Life Insurance/Annuity

  • Ohio Long Term Care License

  • Pursuing Certified Divorce Financial Analyst (CDFA™) – expected completion 1Q2018

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OFFICES IN AKRON & BROADVIEW HEIGHTS

291 North Cleveland Massillon Road, Suite 100

Akron, Ohio 44333

(440) 907-6052

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1929 E. Royalton Road Bldg. A
Broadview Heights, Ohio 44147

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Form CRS

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LPL Financial Form CRS

 

Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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