Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Bytnar is a financial advisor at TFG Financial Advisors, LLC. Theodore is licensed in Florida and Michigan. Theodore has been in the financial industry since 2004 and has experience in various financial areas including property and casualty insurance, real estate, and mortgage lending. Theodore has worked for several firms throughout his career, including MML Investors Services, LLC, Quest Capital Corporation, USAllianz Securities, Inc., and Sammons Securities Company, LLC. Theodore holds a Series 6, Series 7, Series 63, and Series 65 license. Theodore specializes in providing financial planning and investment advice to individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
FL
01/07/2022 - Present
TFG Financial Advisors, LLC (NORTH PALM BEACH FL)
MI
03/23/2010 - 11/14/2011
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
12/01/2006 - 03/30/2007
QUESTAR CAPITAL CORPORATION (MILFORD MI)
MI
04/05/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (MILFORD MI)
MI
03/05/2004 - 04/04/2005
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
IA
Issued 12/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Theodore Bytnar is the right advisor for you? Invested Better is here to help.
