Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Agelis jr is a financial advisor with PFS Investments Inc. in Oakland, NJ. Theodore has been in the industry since 2008 and is licensed in 19 states and Washington D.C. Theodore is also registered as an Investment Advisor Representative in NJ and Texas. Theodore specializes in investments, insurance and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/20/2023 - Present
PFS Investments Inc. (OAKLAND NJ)
IA
Issued 04/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Agelis jr is the right advisor for you? Invested Better is here to help.
