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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Allen Bulik-hocum is a financial advisor with Steward Partners Investment Advisory, LLC. Theodore has been in the financial industry since 2015 and has been registered as an investment advisor representative in multiple states. Theodore specializes in various financial areas and has worked with a variety of clients, including individuals, corporations, and charitable organizations. Steward Partners Investment Advisory, LLC is a firm that offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Theodore has a strong commitment to providing personalized financial advice and helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
07/31/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CO
10/10/2015 - 08/09/2024
WELLS FARGO CLEARING SERVICES, LLC (FORT COLLINS CO)
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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