Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Bennett is an Investment Advisor Representative with Truist Advisory Services, Inc., a registered investment advisor with the Securities and Exchange Commission. Theodore is based in Atlanta, GA and has been in the financial services industry since 2001. Theodore has a Series 7 and Series 66 license and holds a Series 63 license as well. Theodore has experience working with both individual and business clients. Theodore offers a range of services including financial planning, portfolio management, publication of periodicals, and selection of other advisors.
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
GA
11/28/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
05/09/2016 - 09/27/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORCROSS GA)
GA
10/11/2013 - 02/21/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ATLANTA GA)
GA
05/27/2011 - 10/17/2011
AMERIPRISE FINANCIAL SERVICES, INC. (STOCKBRIDGE GA)
FL
07/22/2010 - 10/04/2010
NEW ENGLAND SECURITIES (MIAMI FL)
GA
07/15/2003 - 07/22/2009
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NJ
02/01/2001 - 04/15/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 09/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Bennett is the right advisor for you? Invested Better is here to help.
