Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Thiel is a financial advisor with over 30 years of experience in the industry. Theodore is registered with Raymond James Financial Services Advisors, Inc. and currently holds Series 6, 7, 22, 24, 63 and 65 licenses. Theodore has a long history of working with clients in a variety of capacities, including individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Theodore provides a range of advisory services, including financial planning, portfolio management, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MS
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Brandon MS)
CA
06/30/1999 - 05/02/2001
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
TX
04/01/1998 - 06/30/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
01/03/1995 - 03/30/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
TX
09/28/1993 - 12/31/1994
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NA
01/06/1993 - 06/22/1993
BUCKHEAD FINANCIAL CORPORATION
AL
12/01/1992 - 12/31/1992
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
NA
11/06/1992 - 12/31/1992
PROTECTIVE EQUITY SERVICES, INC.
AL
04/11/1988 - 11/04/1992
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
NA
08/14/1986 - 04/19/1988
FSC SECURITIES CORPORATION
NA
04/02/1986 - 09/12/1986
MML INVESTORS SERVICES, INC.
NA
08/03/1984 - 04/07/1986
IDS MARKETING CORPORATION
NA
08/04/1984 - 04/04/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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