Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Sinal is a financial advisor with over 50 years of experience in the industry. He is currently registered with Stifel, Nicolaus & Company, Inc. as a Registered Representative and Investment Advisor Representative. Theodore has a strong track record of providing financial planning and portfolio management services to individuals, families, and businesses.
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
IL
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
05/24/1978 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NA
01/18/1978 - 05/21/1978
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
12/15/1972 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
06/01/1970 - 12/15/1972
HORNBLOWER & WEEKS-HEMPHILL NOYES
IA
Issued 11/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1978
PC - AMEX Put and Call Exam
BC
Issued 05/22/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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