Trisha Qualy

Managing Partner at Affiliated Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Full professional proficiency
  • Korean Elementary proficiency

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Investment Adviser Certified Compliance Professional (IACCP®)
    NRS - National Regulatory Services
  • Series 66 Uniform Combined State Law Examination
    North American Securities Administrators Association (NASAA)
  • Series 7 General Securities Representative Examination
    The Financial Industry Regulatory Authority (FINRA)

Experience

  • Affiliated Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Oct 2019 - Present

      Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

  • Financially Fluent Advisors
    • United States
    • Financial Services
    • CERTIFIED FINANCIAL PLANNER™
      • Apr 2015 - Present

      Securities and advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities and advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

  • AdvisorNet Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President of Wealth Management
      • Jan 2018 - Oct 2019

      Registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services also offered through AdvisorNet Wealth Management (AWM). Cetera Advisor Networks LLC and AWM are not affiliated.

    • Director, Wealth Management
      • Jan 2017 - Jan 2018

    • Compliance Manager
      • Oct 2014 - Jan 2017

    • Operations Associate
      • Apr 2013 - Oct 2014

  • Sahmyook Education
    • South Korea
    • Education Management
    • 1 - 100 Employee
    • English Teacher
      • Feb 2010 - Mar 2011
  • University of Minnesota
    • United States
    • Higher Education
    • 700 & Above Employee
    • Accounting Assistant
      • Oct 2008 - Jan 2010

Education

  • University of Minnesota-Twin Cities
    Bachelor's Degree, Spanish Studies & Management
  • University of St. Thomas
    Executive Education, Certificate in Financial Planning

Community

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