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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 Govedarica is a financial advisor with over 40 years of experience in the financial services industry. Theodore has been registered with Morgan Stanley since June 2009 and has a wide range of experience serving individual clients and institutions. Theodore currently holds registrations with the following states: Illinois, Florida and Texas. Theodore has worked in the financial industry since 1979, working for various firms including Morgan Stanley, Morgan Stanley DW Inc., and Smith Barney, Harris Upham & Co., Incorporated. Theodore's certifications include the Series 7, Series 63, Series 65, and SIE exams. Theodore specializes in providing investment advice, financial planning, asset allocation advice, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
09/12/2016 - Present
Morgan Stanley (Barrington IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BARRINGTON IL)
IL
03/20/1990 - 04/02/2007
MORGAN STANLEY DW INC. (BARRINGTON IL)
NY
01/08/1979 - 03/24/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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