Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore John Thoren has been in the financial services industry since July 8, 1993. Theodore is a registered Investment Advisor Representative with Cetera Investment Advisers LLC. Theodore also holds several licenses including Series 6, 7, 24, 51, 63 and 65. Theodore's previous experience includes working for Foresters Financial Services, Inc. and Foresters Advisory Services LLC. Theodore is a member of the Endowment Committee at Tigard United Methodist Church. Theodore's specializations include investments for individuals, businesses, corporations, pension and profit sharing plans, high-net-worth individuals, charitable organizations, banking or thrift institutions, and state or municipal government entities. Theodore's firm Cetera Investment Advisers LLC, provides a range of investment advisory services and financial planning services.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
04/13/2023 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
07/09/1993 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 7/9/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/15/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 7/8/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Thoren is the right advisor for you? Invested Better is here to help.
