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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 Sadar has been a financial professional since 1985. He has worked for Cetera Investment Advisers LLC since 2013, and previously worked for VestAx Securities Corporation, Royal Alliance Associates, Inc., G. R. Phelps & Co., Inc., and Integrated Resources Equity Corporation. Theodore is a Certified Financial Planner and has a Series 7, Series 24, and Series 63. He is registered with the state of Ohio and Texas as a Registered Investment Advisor (IA). Theodore has a wide range of experience in the financial industry, and is committed to providing his clients with personalized financial advice. He specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting. He has a strong commitment to providing his clients with the highest level of service.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (AKRON OH)
OH
04/07/1995 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
AZ
11/19/1989 - 04/11/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/23/1985 - 12/31/1989
G. R. PHELPS & CO., INC.
NA
11/15/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 6/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/17/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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