Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Goodsell is a financial professional with over 20 years of experience in the financial services industry. Theodore is currently registered with Charles Schwab & CO., Inc. and is a registered Investment Adviser Representative in California. Theodore has held previous positions at Scottrade, Inc. and Fidelity Brokerage Services LLC. Theodore's expertise includes financial planning, portfolio management, and investment advisory services. Theodore is dedicated to providing clients with personalized financial advice and guidance.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/24/2017 - Present
Charles Schwab & CO., Inc. (Stockton CA)
CA
08/11/2003 - 12/19/2016
SCOTTRADE, INC. (STOCKTON CA)
RI
03/27/2001 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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