Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teodora? Claim Your ProfileTeodora Grant is a financial advisor with over 17 years of experience in the financial services industry. Teodora is currently a registered representative with USI Advisors in Glastonbury, CT. Teodora specializes in providing financial advice to individuals, corporations and charitable organizations. Teodora has a diverse background in the financial services industry, having previously worked for several other firms, including MML Investors Services LLC, Wells Fargo Advisors LLC and AXA Advisors LLC. Teodora holds a Series 7, Series 24, and Series 66 securities license and is a CERTIFIED FINANCIAL PLANNER™.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
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CT
03/23/2017 - Present
USI Advisors (GLASTONBURY CT)
TX
03/23/2017 - 09/16/2022
USI SECURITIES, INC. (DALLAS TX)
TX
02/13/2015 - 03/07/2017
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
01/20/2010 - 08/07/2014
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
03/23/2009 - 07/29/2009
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
10/08/2008 - 03/25/2009
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
TX
10/05/2007 - 10/10/2008
CROWN CAPITAL SECURITIES, L.P. (DALLAS TX)
TX
01/23/2007 - 09/11/2007
CHASE INVESTMENT SERVICES CORP. (EULESS TX)
TX
04/28/2004 - 01/18/2007
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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