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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 Ronald Meihofer is a financial advisor registered with Raymond James & Associates, Inc., based in Atlanta, Georgia. Theodore has been in the financial services industry since 2007. He is a licensed investment advisor representative in Georgia, as well as being licensed in Alabama, California, Colorado, Florida, Maine, New Jersey, New York, North Carolina, Oklahoma and Utah. Theodore's career in financial services began with UBS Financial Services Inc., in 2007. Prior to joining Raymond James & Associates, Inc., Theodore was also registered with UBS Financial Services Inc.. Theodore has a broad range of experience in the financial services industry. His experience includes: financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
12/06/2018 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
07/05/2007 - 12/10/2018
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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