Unclaimed
Teddy Lellos is a Registered Representative and Investment Advisor Representative. Teddy has been in the securities industry since 1990 and is currently registered with Joseph Gunnar & Co. LLC. Teddy has a diverse background, having worked with a number of firms throughout their career including National Securities Corporation, Sterling Financial Investment Group, Inc., Galleon Merchant Banking, Inc., Weatherly Securities Corporation, JWGenesis Financial Services, Inc., Gruntal & Co. Incorporated, Josephthal Lyon & Ross Incorporated, Global Capital Securities, Inc. and J. T. Moran & Co., Inc. Teddy specializes in providing investment advice and portfolio management for individuals and select other advisers.
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.
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.
Share in fees paid to tpmms
1
2
NY
03/06/2017 - Present
Joseph Gunnar & Co. LLC (UNIONDALE NY)
NJ
08/19/2005 - 04/05/2012
NATIONAL SECURITIES CORPORATION (RAMSEY NJ)
FL
09/17/2002 - 09/09/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
08/19/2002 - 09/23/2002
GALLEON MERCHANT BANKING, INC. (DELRAY BEACH FL)
NY
12/11/2000 - 09/06/2002
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
MO
06/19/1998 - 05/25/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
02/16/1996 - 07/15/1998
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
04/28/1992 - 01/19/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
02/06/1991 - 07/30/1992
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
01/31/1990 - 01/30/1991
GLOBAL CAPITAL SECURITIES, INC.
NA
11/21/1989 - 01/27/1990
J. T. MORAN & CO., INC.
IA
Issued 05/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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