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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 Linkfield Arnheiter is a registered investment advisor representative with Old North State Wealth Management, LLC based in Wilmington, North Carolina. Theodore has been in the securities industry since 1989 and has a diverse background in financial services. Theodore has a strong focus on providing financial planning services to individuals and businesses. Theodore has also been involved in a number of business ventures outside of the securities industry.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party adviser fees
1
2
NC
12/22/2014 - Present
OLD North State Wealth Management, LLC (WILMINGTON NC)
NJ
10/15/2009 - 12/31/2012
TFS SECURITIES, INC. (LINCROFT NJ)
VA
08/05/2005 - 10/29/2007
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
VA
03/20/2003 - 11/19/2003
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
FL
06/02/2000 - 04/18/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
08/19/1997 - 05/15/1998
STEPHEN A. KOHN & ASSOCIATES, LTD. (LUTZ FL)
NJ
08/03/1992 - 08/17/1995
TFS SECURITIES, INC. (LINCROFT NJ)
NY
06/28/1990 - 08/28/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/05/1989 - 07/11/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
01/24/1989 - 04/13/1989
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 12/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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