Unclaimed
Teodore Krawec is a registered representative with Wells Fargo Clearing Services, LLC. Teodore has been in the securities industry for over 30 years and holds multiple licenses and certifications, including Series 7, Series 63, and Series 65. Teodore has worked with clients in various states including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Prior to joining Wells Fargo Clearing Services, LLC, Teodore worked for McDonald Investments Inc. and PaineWebber Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
02/26/2013 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
OH
09/22/1992 - 04/21/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
10/03/1989 - 09/18/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/19/1988 - 10/12/1989
HOME LIFE INSURANCE COMPANY
CT
07/19/1988 - 10/12/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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