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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 Miller is a financial advisor at Cetera Investment Advisers LLC. Theodore has been in the financial industry since 1995 and is registered with FINRA and the state of California. Theodore's previous experience includes roles with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and Wells Fargo Securities Inc. Theodore holds the Series 7, Series 52, Series 63, and Series 65 licenses. Theodore specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (SAN FRANCISCO CA)
CA
01/03/2011 - 05/02/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/23/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
05/29/1997 - 07/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
08/08/1995 - 06/04/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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