Unclaimed
Teodor Karnakov is a financial professional with over 10 years of experience in the industry. Teodor has a broad range of experience in the financial services industry, including roles at J.P. Morgan Securities LLC and Chase Investment Services Corp. Teodor is currently registered with Capital Client Group, Inc. and holds Series 6, 7, 63, and 65 licenses. Teodor is also a registered investment advisor in Indiana, Massachusetts and New York.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
05/01/2019 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
10/01/2012 - 04/03/2018
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
05/21/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLAINFIELD IN)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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