Unclaimed
Teodoro Leonel Morales is a registered representative with State Farm VP Management Corp. and is licensed to offer securities and investment advisory services in New York and Pennsylvania. Teodoro has been in the financial services industry since 2009 and has experience with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Pruco Securities Corporation. Teodoro is licensed to sell investment company products and variable contracts.
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.
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.
1
2
NY
07/23/2020 - Present
State Farm VP Management Corp. (HUNTINGTON NY)
NY
10/01/2012 - 08/22/2018
J.P. MORGAN SECURITIES LLC (SHIRLEY NY)
NY
07/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MEDFORD NY)
NA
03/14/1989 - 10/21/1993
PRUCO SECURITIES CORPORATION
NA
03/14/1989 - 10/21/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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