Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Jarvis has been in the financial industry since September 24, 2007. Theodore is currently registered with Raymond James Financial Services Advisors, Inc. and has been registered with this firm since October 24, 2017. Theodore has also been employed by Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Theodore holds the following licenses: Series 63, Series 66, and Series 7. Theodore also holds the SIE exam. Theodore has been registered in the following states: Colorado, Florida, Indiana, Nevada, Ohio, and Tennessee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
10/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (MUNCIE IN)
IN
06/27/2013 - 11/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MUNCIE IN)
NA
04/23/1984 - 03/23/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/22/1983 - 01/07/1985
K. J. BROWN & CO., INC.
BOTH
Issued 7/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/8/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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