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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 Rossi is a financial advisor in Menlo Park, CA and is an Investment Advisor Representative for Opes Wealth Management, LLC. Theodore has been registered as a financial advisor for over 11 years. Theodore is a licensed Investment Advisor Representative in the state of California. Theodore is a licensed mortgage advisor as well and has been since 2017.
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.
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
02/04/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 05/20/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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