Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sirak? Claim Your ProfileSirak Socrates Teodros is a financial advisor with Fidelity Personal and Workplace Advisors, where Sirak has been employed since July 2018. Prior to that, Sirak worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Sirak holds licenses in 53 states and the District of Columbia for both securities and investment advising. Sirak is also a Series 31 and SIE exam holder. Sirak provides financial planning, portfolio management and educational seminars for individuals and businesses.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
06/01/2009 - 09/02/2011
MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)
VA
08/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VIENNA VA)
IA
Issued 11/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sirak Teodros is the right advisor for you? Invested Better is here to help.
