Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Howard Abers is a financial advisor with over 38 years of experience in the industry. Ted Abers is currently registered with Wealthpenn.comllc and has been with the firm since June 2009. Prior to that, Ted Abers was employed by Citigroup Global Markets Inc. from May 2009 to June 2009, Wachovia Securities, LLC from July 2003 to May 2009, Prudential Securities Incorporated from April 1996 to July 2003 and Paine Webber Incorporated from February 1984 to April 1996. Ted Abers holds the following licenses and registrations: Series 3, Series 7, Series 9, Series 10, Series 63 and Series 65. Ted Abers is registered in 29 states as well as Florida and Texas. Ted Abers specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses, individuals and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Wealthpenn.comllc (Fort Lauderdale FL)
FL
05/01/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)
FL
07/01/2003 - 05/04/2009
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
NY
04/15/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/25/1984 - 04/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 1/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2001
Series 3 - National Commodity Futures Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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