Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodora? Claim Your ProfileTheodora Rose Braver is an investment advisor representative with Stifel, Nicolaus & Company, Inc., working out of the HUNT VALLEY, MD office. Theodora has been in the financial industry since 1983 and has been affiliated with Stifel since 2012. Prior to joining Stifel, Theodora was with WELLS FARGO ADVISORS, LLC. Theodora holds Series 7, Series 63, and Series 66 licenses and has a SIE license. Theodora is registered in 20 states and has a total of 19 state registrations, including Maryland.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
03/02/2012 - Present
Stifel, Nicolaus & Company, Inc. (HUNT VALLEY MD)
MD
04/02/2004 - 03/05/2012
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MO
07/16/1985 - 04/02/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/08/1985 - 07/11/1985
A. G. EDWARDS & SONS, INC.
NA
08/23/1983 - 07/08/1985
DEAN WITTER REYNOLDS INC.
BOTH
Issued 08/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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