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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 Calabrese is a financial professional with over 45 years of experience in the securities industry. Theodore is registered with Cetera Investment Advisers LLC in Ohio and Texas. Prior to joining Cetera Investment Advisers LLC, Theodore was a Registered Representative with New England Securities in Lakewood, Ohio and with Penn Mutual Equity Services, Inc in Horsham, Pennsylvania. Theodore is a Chartered Financial Consultant and has a Series 1, 7, 63, and SIE license. Theodore offers financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and corporations.
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 3/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 6/5/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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