Unclaimed
Theodore Byrer is a financial advisor who has been in the industry since 1998. Theodore is a registered representative with B.b. Graham & Company, Inc. Theodore is also a licensed insurance agent. Theodore has experience working with Morgan Stanley and Raymond James & Associates, Inc.. Theodore is a licensed advisor and has both Series 66 and Series 63 licenses. Theodore's areas of expertise include financial planning, selection of other advisors, portfolio management for individuals, and pension consulting.
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.
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.
1
2
CA
10/29/2024 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
IN
11/11/2013 - 04/20/2023
MORGAN STANLEY (Indianapolis IN)
IN
09/06/2007 - 11/25/2013
RAYMOND JAMES & ASSOCIATES, INC. (CARMEL IN)
IN
06/12/2003 - 09/11/2007
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
GA
10/14/1998 - 04/25/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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