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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 Nahas is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with offices across the United States. Theodore has been in the industry for over 11 years, and holds Series 63, 66, 7, 31, and SIE licenses. Theodore has also been registered in a number of states including California, Florida, Iowa, Massachusetts, Minnesota, Oregon, Texas and Virginia. Theodore specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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.
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2
IA
10/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WEST DES MOINES IA)
IA
10/07/2011 - 06/01/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (URBANDALE IA)
BC
Issued 09/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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