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Harold T
ChFC®, Series 63, Series 65
Oracle, AZ
OSAIC
Harold Teel Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates, Inc. for 15 years and has operated a sole proprietorship, Teel Financial Group, since 1979. He also serves as a board member of the Sandy Carter Charitable Foundation. OSAIC serves a diverse client base, including individual investors, institutional clients, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisers. The firm employs various tools such as asset-allocation models and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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