Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Beckman is a financial advisor in Westlake, Ohio. Theodore has been a Registered Representative and Investment Advisor Representative for over 30 years, providing comprehensive financial planning and investment management services to individuals, families, and businesses. Theodore currently works with Game Plan Financial Advisors, Llc, which he joined in 2009. Prior to that, Theodore held positions at Raymond James & Associates, Inc., Wachovia Securities, LLC, and McDonald & Company Securities, Inc. Theodore is a highly experienced advisor with a strong track record of success in helping clients achieve their financial goals.
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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OH
03/16/2023 - Present
Game Plan Financial Advisors, LLC (WESTLAKE, OH OH)
OH
01/30/2004 - 07/12/2006
RAYMOND JAMES & ASSOCIATES, INC. (CLEVELAND OH)
MO
08/28/1995 - 02/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
OH
01/25/1994 - 08/17/1995
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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