Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodosios? Claim Your ProfileTheodosios Drivas is a registered representative with LPL Financial LLC and is currently licensed in California. Theodosios has been in the industry since December 2023. Theodosios holds the Series 66 license and has taken the Uniform Combined State Law Examination in September 2024. Theodosios has been working at LPL Financial LLC since December 2023 and previously held positions at Leapfin, Narvar, Clifton Larson Allen, and White Nelson Diehl Evans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/23/2024 - Present
LPL Financial LLC (LAGUNA NIGUEL CA)
Active
Inactive
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