Terre L. Osterkamp

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CRD#: 5061501

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terre Legreid Osterkamp MD, who also goes by Terre Sue Legreid, was a registered financial professional .

Terre is a previously registered financial professional and started their career in finance in 2005. Terre had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Terre Sue Legreid

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 16, 2005 - December 1, 2014

PGR SOLUTIONS, LLC

RIA

CRD#: 119490

SAN JOSE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

PGR SOLUTIONS, LLC

PGR RETIREMENT PLAN SERVICES | PGR SOLUTIONS, LLC | PGR SOLUITONS, LLC

CRD#: 119490 / SEC#: 801-62632

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Contact information

Main Address

2107 North 1st Street Suite 415, San Jose, CA 95131

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

Red Flags

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