Unclaimed
Teodor Tanjala is a financial professional with over 27 years of experience in the financial services industry. Teodor is currently registered with Osaic Wealth, Inc. and is licensed to conduct business in Florida, New Jersey, and New York. Teodor is a Registered Representative and Investment Advisor Representative. Prior to joining Osaic Wealth, Teodor worked at Woodbury Financial Services, Inc., Santander Securities LLC, LPL Financial LLC, IFMG Securities, Inc., Essex National Securities, Inc., Signator Investors, Inc., Madison Chapin Assocs., Inc., and Sovereign Equity Management Corp. Teodor specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.
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.
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
NY
01/19/2024 - Present
Osaic Wealth, Inc. (MANHASSET NY)
NY
11/09/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MANHASSET NY)
NY
09/19/2012 - 08/28/2020
SANTANDER SECURITIES LLC (LONG ISLAND CITY NY)
NY
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BRONX NY)
NY
09/11/2006 - 05/27/2008
IFMG SECURITIES, INC. (JACKSON HEIGHTS NY)
NY
01/31/2000 - 09/12/2006
ESSEX NATIONAL SECURITIES, INC. (BRONX NY)
MA
06/26/1998 - 02/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NA
04/18/1989 - 06/01/1992
MADISON CHAPIN ASSOCS., INC.
FL
06/27/1991 - 07/19/1991
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
BOTH
Issued 12/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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