Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Dietz is a financial advisor with over 20 years of experience in the industry. Ted has held positions with UBS Financial Services Inc., Salomon Smith Barney Inc. and currently works with LPL Financial LLC. Ted has a strong track record of providing clients with comprehensive financial planning and investment advice. Ted is a Certified Financial Planner and holds a Series 7, Series 24, Series 63, and Series 66 license.
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
12/12/2019 - Present
LPL Financial LLC (MERCED CA)
NJ
05/04/2001 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/23/2001 - 04/10/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 05/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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