Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theadora? Claim Your ProfileTheadora Westlake-stearns is an Investment Advisor Representative at Northwest Asset Management. Theadora has been in the industry since 2019 and holds the Series 65 and SIE licenses. Theadora has experience working in a variety of fields including education, retail and finance. In her role at Northwest Asset Management, Theadora provides investment advice and portfolio management services to individuals, families, and charitable organizations. Theadora also provides administrative support for Purshe Kaplan Sterling Investments.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
A percentage of the total value of assets under management is charged.
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WA
12/21/2020 - Present
Northwest Asset Management (MERCER ISLAND WA)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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