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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 Balthazor is a financial advisor with Osaic Wealth, Inc. Theodore has been in the financial services industry since March 1997, and has a wide range of experience in the financial industry. Theodore is a registered representative of Osaic Wealth, Inc. and holds the Series 6, Series 7 and Series 63 licenses. Theodore also holds the SIE license. Theodore specializes in providing financial advice to individuals, corporations and other businesses, as well as charitable organizations and pension and profit-sharing plans.
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.
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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2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (APPLETON WI)
WI
11/09/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (APPLETON WI)
WI
08/24/2005 - 11/09/2018
PACKERLAND BROKERAGE SERVICES, INC. (APPLETON WI)
MA
03/07/1997 - 08/26/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/07/1997 - 08/26/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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