Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Theodore is a financial advisor with over 20 years of experience in the financial services industry. Anthony has a Series 7, Series 10, Series 24, Series 51, Series 66, and SIE license. He is registered to provide investment advice in Delaware, District of Columbia, Maryland, and Virginia. Anthony currently works at TIAA-CREF Individual & Institutional Services, LLC. Anthony's previous employers include CHARLES SCHWAB & CO., INC., and TD Ameritrade, Inc. Anthony is a licensed investment advisor representative in Maryland.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MD
04/23/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Baltimore MD)
NE
01/26/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
MD
05/04/2017 - 12/20/2023
TD AMERITRADE, INC. (Towson MD)
DC
03/27/2003 - 04/17/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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