Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Robert Horwith is a financial professional with experience in the financial services industry. Theodore has been a registered representative since March 2021. Theodore currently works with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC. Prior to this, Theodore worked with CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, FIRST ALLIED SECURITIES, INC., and CETERA ADVISOR NETWORKS LLC. Theodore is a Series 27, Series 99TO and SIE licensed professional. Theodore specializes in helping clients with various financial needs.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/22/2021 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
12/01/2020 - 04/15/2021
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
12/01/2020 - 04/15/2021
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
12/01/2020 - 04/15/2021
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
12/01/2020 - 04/15/2021
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
03/11/2020 - 04/15/2021
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
BC
Issued 09/22/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/11/2020
Series 99TO - Operations Professional Examination
BC
Issued 03/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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