Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theo? Claim Your ProfileTheo Batchelder is a financial advisor at Truist Advisory Services, Inc. with over 30 years of experience in the industry. Theo holds a Series 6, 7, 24, and 66 licenses and is registered to provide investment advice in 22 states. Theo has a strong history with the firm, having been with them since 1996. Previously, Theo was with Laughlin Group Advisors, Inc. in Nebraska and GNA Securities, Inc. in Virginia.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/14/2023 - Present
Truist Advisory Services, Inc. (BROOKSVILLE FL)
NE
09/24/1993 - 12/29/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
VA
11/13/1991 - 10/01/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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