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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 Everett Desautels is a registered investment advisor representative with Stifel Independent Advisors, LLC. Theodore is a licensed professional who has been active in the financial industry since 2009. Theodore holds the Series 7, Series 66, and SIE securities licenses. Theodore is registered in the state of Missouri and Virginia. Theodore has previous experience with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC.
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.
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.
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2
MO
12/01/2022 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MO
02/26/2010 - 04/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/27/2009 - 02/26/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 02/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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