Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Daniel Ronell is a financial advisor with PFS Investments Inc. Theodore has been in the industry since 2018 and is licensed in Arkansas and California. Theodore is a Series 6, SIE, and Series 63 licensed representative with experience in portfolio management for individuals. Theodore is based in Fresno, California and is located at the PFS Investments Inc. office at 4991 E MCKINLEY AVE # 104-C, Fresno, CA 93727.
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.
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CA
04/13/2023 - Present
PFS Investments Inc. (FRESNO CA)
CA
01/28/2022 - 12/31/2022
PFS INVESTMENTS INC. (FRESNO CA)
CA
01/28/2020 - 12/31/2021
PFS INVESTMENTS INC. (FRESNO CA)
CA
04/20/2018 - 12/31/2019
PFS INVESTMENTS INC. (FRESNO CA)
BC
Issued 06/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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