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 Fiolek is an investment advisor representative with IC Advisory Services, Inc., a firm that has been active in the industry since 1994. Theodore has been in the financial services industry since 1990 and has experience in providing financial planning, portfolio management, and other advisory services. He is registered in Arizona, Delaware, Florida, Georgia, New Jersey, and North Carolina and holds a Series 6, 7, 24, 63, and 65 license. Theodore has previously worked with Securities Service Network, Inc., Royal Alliance Associates, Inc., Allmerica Investments, Inc., and Financial Network Investment Corporation.
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.
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
NJ
08/03/2016 - Present
IC Advisory Services, Inc. (EDISON NJ)
TN
03/01/1995 - 12/23/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
AZ
07/06/1993 - 01/09/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
08/07/1991 - 06/25/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CA
07/05/1990 - 08/02/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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