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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 Jonah Kay is an investment advisor representative at DLK Investment Management, LLC. Theodore has been in the industry since January 2009 and is registered with the state of California and Texas. Theodore has been associated with DLK Investment Management, LLC since January 2009. Theodore specializes in providing investment advice to individuals, corporations, and charitable organizations. Theodore holds the Series 65 license. DLK Investment Management, LLC is a Registered Investment Advisor with the SEC.
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.
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.
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CA
05/16/2022 - Present
DLK Investment Management, LLC (SOLANA BEACH CA)
IA
Issued 07/26/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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