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 with Truist Advisory Services, INC. Theo has been in the industry since December 2, 1991. Theo is registered with the state of Florida and is a Registered Representative and Investment Advisor Representative. Theo holds the Series 6, 7, 24 and 66 securities licenses and the SIE. Theo has a broad range of experience and can provide advice on a variety of financial matters including portfolio management for individuals, portfolio management for businesses, and publication of periodicals. Theo has previously worked with Lauglin Group Advisors, Inc. and GNA Securities, Inc.
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.
1
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 8/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/8/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1994
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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