Unclaimed
Theodore Fuller is a licensed securities professional with over two years of experience in the financial industry. Theodore is currently registered with Sunset Financial Services, Inc. and holds a Series 6 and Series 63 license. Theodore previously worked at J.P. Morgan Securities LLC, where Theodore held a Series 6 license. Theodore’s primary focus is on investment company products and variable contracts.
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.
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.
1
2
MO
02/02/2018 - Present
Sunset Financial Services, Inc. (KANSAS CITY MO)
AZ
12/22/2015 - 08/08/2017
J.P. MORGAN SECURITIES LLC (LAKE HAVASU CITY AZ)
BC
Issued 01/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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