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 Lund is a financial advisor with PFS Investments Inc. located in Pittsburgh, Pennsylvania. Theodore has over 25 years of experience in the industry and is registered with the state of Pennsylvania as an investment advisor representative and as a broker. Theodore Robert Lund offers portfolio management for individuals and has been registered with the state of Pennsylvania since 1996 and has active registrations in 9 states. Theodore is also licensed to sell securities products in Pennsylvania and has been a registered representative with PFS Investments Inc. since 2011.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/10/2011 - Present
PFS Investments Inc. (PITTSBURGH PA)
IA
Issued 08/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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