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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 John Oyler is a financial advisor with over 24 years of experience in the industry. Theodore is currently registered with J. W. Cole Advisors, Inc. and holds a Series 6, 7, and 63 license. In addition to his experience at J. W. Cole Advisors, Inc., Theodore previously worked at HORNOR, TOWNSEND & KENT, INC. and CENTENNIAL CAPITAL MANAGEMENT, INC. Theodore is a Certified Financial Planner and offers a variety of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Theodore has a total of 27 state licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate 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.
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
01/19/2011 - Present
J. W. Cole Advisors, Inc. (STATE COLLEGE PA)
PA
07/01/1998 - 01/09/2007
HORNOR, TOWNSEND & KENT, INC. (STATE COLLEGE PA)
GA
01/08/1998 - 07/01/1998
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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