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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 Young is a registered investment advisor with over 33 years of experience in the financial services industry. Theodore is a Series 6, 7, 22, 63, and 65 licensed professional with a diverse background in financial planning, retirement planning, investment, and estate planning. He is a dedicated professional committed to helping clients achieve their financial goals. Theodore is currently registered as a Registered Representative with Eagle Strategies LLC, where he provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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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CA
07/30/1996 - Present
Eagle Strategies LLC (SACRAMENTO CA)
IA
Issued 01/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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