Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Anthony Calabrese has been in the financial services industry since June 8, 1975. Theodore currently works for Cetera Investment Advisers LLC and has been with the firm since January 2013. Theodore is a Registered Representative and Investment Adviser Representative with Cetera Investment Advisers LLC in the state of Ohio and Texas. Theodore has been registered with the state of Ohio since June 29, 2012. Theodore is also registered in Alabama, California, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New Hampshire, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Virginia and West Virginia. Theodore specializes in 1, 2, 3, 4, 5 and 6.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/20/2024 - Present
Cetera Investment Advisers LLC (ROCKY RIVER OH)
OH
07/10/1987 - 07/06/2012
NEW ENGLAND SECURITIES (LAKEWOOD OH)
PA
06/09/1975 - 01/04/1994
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BC
Issued 03/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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