Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Dalzell is a financial advisor at Bessemer Investor Services, Inc.. Theodore is a licensed Series 3, 7, and 66 financial advisor and holds a Securities Industry Essentials certification. Theodore has been active in the financial industry since 2006. Theodore has worked at Bessemer Investor Services, Inc. since 2007. Before joining Bessemer Investor Services, Inc., Theodore worked for Goldman, Sachs & Co.. Theodore is registered in 12 states including California, Connecticut, Florida, Georgia, Idaho, Illinois, Mississippi, Nevada, New York, Ohio, Tennessee, and Washington.
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.
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.
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CA
09/18/2007 - Present
Bessemer Investor Services, Inc. (SAN FRANCISCO CA)
NY
10/26/2005 - 07/12/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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