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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 Robert Goetz is a financial advisor with Alliancebernstein LP. Theodore is registered with the state of California and Florida as an investment advisor representative. Theodore is a licensed securities professional with FINRA and has passed the Series 7, Series 31, Series 63 and Series 66 exams. Theodore has been in the securities industry for over 7 years and has been with Alliancebernstein LP since September 2015. Theodore is a licensed securities professional with FINRA and has passed the Series 7, Series 31, Series 63 and Series 66 exams. Theodore specializes in providing portfolio management, investment advisory services, and financial planning. Theodore also provides asset allocation services.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/19/2021 - Present
Alliancebernstein LP (Los Angeles CA)
BOTH
Issued 02/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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