Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theda? Claim Your ProfileTheda Helene Jackson is a registered investment advisor representative with Vanguard Advisers, Inc. Theda has been in the industry since 2008. Theda has passed the Series 7, Series 63, Series 65, and SIE exams. Theda has been registered with the state of Delaware, Pennsylvania, South Carolina, and Texas. Theda is a Certified Financial Planner. Prior to joining Vanguard Advisers, Inc., Theda was employed by Capital One Investing, LLC, First Allied Securities, Inc., and FSC Securities Corporation.
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.
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.
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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2
PA
10/03/2019 - Present
Vanguard Advisers, Inc. (Malvern PA)
DE
05/26/2015 - 06/12/2019
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
PA
10/11/2013 - 05/14/2015
FIRST ALLIED SECURITIES, INC. (PHILADELPHIA PA)
PA
12/02/2008 - 10/16/2013
FSC SECURITIES CORPORATION (PHILADELPHIA PA)
PA
08/26/2008 - 12/01/2008
EQUITY SERVICES, INC. (MEDIA PA)
IA
Issued 09/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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