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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 Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc. Theodore Elliott has been in the industry since June 16, 1993. Theodore Michael Elliott is registered with the state of Minnesota as an Investment Advisor Representative and has been registered with the state of Texas since October 1, 2021. Theodore Michael Elliott has worked for multiple firms during their career, including WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, and U.S. BANCORP INVESTMENTS, INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
10/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (White Bear Lake MN)
MN
01/03/2011 - 01/23/2012
WELLS FARGO ADVISORS, LLC (LAKEVILLE MN)
MN
04/14/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAKEVILLE MN)
MN
08/26/2004 - 03/05/2008
U.S. BANCORP INVESTMENTS, INC. (SHOREVIEW MN)
IL
08/20/2002 - 07/26/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NJ
04/26/2002 - 05/28/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
CA
06/10/1993 - 03/14/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
01/03/1989 - 07/10/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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