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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 Doll is an investment advisor representative at Health & Wealth Works LLC. Theodore is a registered investment advisor in Virginia and has been in the industry since February 2019. Theodore has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination. Theodore provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors. Theodore also has experience as an independent insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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VA
01/04/2021 - Present
Health & Wealth Works LLC (HENRICO VA)
VA
02/11/2019 - 03/06/2020
AXA ADVISORS, LLC (RICHMOND VA)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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