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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 Michael Athans is a financial advisor in Long Beach, California. Theodore is a Registered Representative with Wealthspring, a firm that has been serving clients in the area since 2016. Theodore has over 23 years of experience in the financial services industry. Theodore holds the Series 66, Series 24 and Series 7 licenses. He is also a Certified Financial Planner. Theodore is committed to providing his clients with personalized financial advice and guidance. He specializes in working with high-net-worth individuals, corporations, and charitable organizations. Theodore's services include financial planning, investment management, and retirement planning.
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.
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
09/29/2022 - Present
Wealthspring (Santa Rosa CA)
CA
04/24/2009 - 10/03/2022
COMMONWEALTH FINANCIAL NETWORK (SAN LUIS OBISPO CA)
CA
02/17/1999 - 04/27/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SAN LUIS OBISPO CA)
MN
02/17/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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