Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Doyle has been in the financial services industry since August 1985. Theodore is a registered representative of Ameriprise Financial Services, LLC, and is also a Registered Investment Advisor. Theodore is currently registered in 12 states: Alabama, Arizona, Colorado, Florida, Massachusetts, New Mexico, Ohio, Oklahoma, South Carolina, Texas, Virginia. Theodore has previously worked with Southwest Securities, Inc. Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Asset allocation services
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
TX
04/19/2011 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
01/09/2004 - 05/11/2011
SOUTHWEST SECURITIES, INC. (AUSTIN TX)
MO
04/22/1998 - 01/16/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/20/1985 - 04/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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