Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Richard Arch is a financial advisor with over 30 years of experience in the industry. Theodore is currently registered with Cambridge Investment Research Advisors, Inc. in Georgia and Texas. Before joining Cambridge, Theodore was registered with FSC Securities Corporation in Georgia, Park Avenue Securities LLC in New York, Guardian Investor Services Corporation in New York, Ogilvie & Taylor Securities Corporation in Illinois and W. S. Griffith & Co., Inc.. Theodore is a Certified Financial Planner® professional. Theodore is also a registered representative of Cambridge Investment Research, Inc. and provides advisory services to individuals, families, and businesses. Theodore has a strong track record of helping clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Woodstock GA)
GA
10/29/2003 - 10/11/2019
FSC SECURITIES CORPORATION (MARIETTA GA)
NY
05/03/1999 - 10/29/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/01/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
10/20/1987 - 12/20/1989
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
NA
04/19/1983 - 10/26/1987
W. S. GRIFFITH & CO., INC.
BC
Issued 01/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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