Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Mehlman has been in the financial services industry since February 9, 1995. Theodore is registered with the state of Ohio as an investment advisor representative. Theodore is currently employed with PFS Investments Inc. Theodore holds Series 6, 26, and 63 licenses, as well as the SIE exam. Theodore is affiliated with Primerica Financial Services and is licensed to sell investment-related products on behalf of PFS Investments Inc.
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.
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2
OH
03/06/2013 - Present
PFS Investments Inc. (CINCINNATI OH)
GA
04/09/1987 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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