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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teodor? Claim Your ProfileTeodor Daniel Trandafir is a financial advisor who has been in the industry since 2006. Teodor is currently registered with LPL Financial LLC and has been with the firm since 2007. Teodor is licensed to provide financial advice in California and Wisconsin. Teodor has a strong background in financial planning and portfolio management. Teodor also offers educational seminars and consulting services. Teodor has experience working with individuals, businesses, corporations, high-net-worth individuals, and charitable organizations.
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
WI
01/18/2017 - Present
LPL Financial LLC (MADISON WI)
CA
02/27/2007 - 12/27/2016
LPL FINANCIAL LLC (BURBANK CA)
CA
10/04/2006 - 01/17/2007
ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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