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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Eugene Sanders is an Investment Advisor Representative with Your Retirement Coach in Marietta, Georgia. Theodore has been in the financial industry for over 30 years and is a CERTIFIED FINANCIAL PLANNER™. Theodore's career began at First American National Securities, Inc. in 1985. In 1992, Theodore moved on to Mariner Financial Services, Inc., and then SunAmerica Securities, Inc., in 1995. Theodore spent some time as a Financial Advisor at Sagepoint Financial, Inc. before taking on a position at Your Retirement Coach in 2003. Theodore's specializations include financial planning, estate planning, retirement planning, and succession planning. Theodore is a dedicated advisor committed to helping individuals and businesses 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Succession and transition planning for business owners
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.
Third party advisory fees
1
2
GA
06/25/2003 - Present
Your Retirement Coach (MARIETTA GA)
GA
10/31/2005 - 10/25/2022
SAGEPOINT FINANCIAL, INC. (MARIETTA GA)
AZ
05/03/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
05/14/1992 - 05/03/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
10/30/1985 - 04/03/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/24/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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