Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Paul Williams is a financial advisor with Ameriprise Financial Services, LLC. Theodore is a registered representative with 36 years in the financial industry and has been with this firm since March of 2020. Theodore has Series 7, Series 63, and SIE securities licenses. The advisor has been registered in 24 states including Pennsylvania, Alabama, Arizona, Colorado, Connecticut, Delaware, Florida, Idaho, Iowa, Kansas, Kentucky, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Virginia, and Wisconsin. Theodore has licenses for both broker-dealer and investment advisor activities. In addition to work at Ameriprise Financial Services, LLC, Theodore has experience with IDS Life Insurance Company. Theodore also has experience with Real Estate ownership and outside employment as a consultant and distributor.
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.
Asset allocation services
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.
1
2
PA
08/04/2003 - Present
Ameriprise Financial Services, LLC (LANCASTER PA)
MN
11/27/2001 - 02/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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