Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore James Bomgardner is a financial advisor at Ameriprise Financial Services, LLC in Lebanon, PA. Theodore has been in the financial services industry since 1997. Theodore specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Theodore has a strong track record of helping clients reach 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.
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.
Asset allocation services
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.
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2
PA
10/13/2023 - Present
Ameriprise Financial Services, LLC (Lebanon PA)
PA
11/02/2018 - 10/20/2023
OSAIC WEALTH, INC. (LEBANON PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LEBANON PA)
PA
01/21/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LEBANON PA)
MO
10/01/1999 - 01/03/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/27/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
10/10/1997 - 01/20/1998
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
IA
Issued 04/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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