Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Alan Halseth is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 30 years of experience in the financial services industry. Theodore has held previous roles with Essex National Securities, Inc., BB&T Investment Services, Inc., SunTrust Investment Services, Inc., Sentinel Financial Services Company, JMC Investment Services, Inc., First Tennessee Brokerage, Inc., Robert Thomas Securities, Inc, and PaineWebber Incorporated. Theodore holds the Series 63, Series 66, Series 7, and Series 24 licenses. Theodore is also a Certified Financial Planner. Theodore's areas of expertise include financial planning, portfolio management, and pension consulting. Theodore provides financial services to individuals, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, banking or thrift institutions, and corporations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
04/18/2012 - Present
Raymond James Financial Services Advisors, Inc. (Alpharetta GA)
GA
03/19/2007 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (ALPHARETTA GA)
NC
11/14/2006 - 03/09/2007
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
GA
11/14/2000 - 11/27/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
VT
08/27/1996 - 05/27/1999
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
MA
02/01/1994 - 11/14/1995
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
TN
06/05/1993 - 02/09/1994
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
FL
10/01/1991 - 05/28/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
02/06/1989 - 10/01/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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