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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 James Gazis is a registered Investment Advisor Representative with Balanced Asset Strategies, Ltd. Theodore is licensed in Illinois. Theodore has been in the financial services industry for over 14 years. Theodore's firm specializes in portfolio management for individuals and provides financial planning. Their firm also provides other advisory services including selection of other advisors and investment consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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IL
09/17/2021 - Present
Balanced Asset Strategies, Ltd. (LA GRANGE IL)
IA
Issued 09/17/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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