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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 is a financial advisor with over 39 years of experience in the financial services industry. Theodore has a deep understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals. Theodore has a diverse background, having worked with Cetera Investment Advisers LLC, Vestax Securities Corporation, Royal Alliance Associates, Inc., G.R. Phelps & Co., Inc., and Integrated Resources Equity Corporation. Currently, Theodore is registered with Cetera Investment Advisers LLC in Ohio and Texas and holds Series 63, 24, SIE, and 7 licenses.
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
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 06/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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