Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Chris Theodorou is a financial advisor who has been in the industry since 2011. Angelo is currently registered with LPL Financial LLC and has been with them since November 2019. Previously Angelo was employed with EDWARD JONES in Rocklin, CA. Angelo is licensed in California, Texas, and several other states, offering a broad reach for clients. Angelo holds the Series 66, Series 7, and SIE licenses. In addition to offering financial advice, Angelo also coaches JV softball at Del Oro High School.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/13/2019 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
01/10/2011 - 11/14/2019
EDWARD JONES (ROCKLIN CA)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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