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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 Brakatselos is a financial advisor with over 30 years of experience in the financial industry. Theodore is currently registered with LPL Financial LLC. Theodore has previously worked with Northwestern Mutual Investment Services, LLC, UBS Global Asset Management (US) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Princeton Funds Distributor, Inc., and The Dreyfus Service Corporation. Theodore offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars to his clients. Theodore has passed Series 63, Series 65, Series 7, and Series 24 examinations. Theodore is licensed in Connecticut, Florida, New Jersey, New York, and Texas.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2021 - Present
LPL Financial LLC (GLEN COVE NY)
NY
11/02/2004 - 03/08/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
NY
05/25/2001 - 08/03/2004
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NY
05/25/2000 - 05/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/1995 - 03/24/2000
PRINCETON FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
07/26/1990 - 07/06/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
09/09/1986 - 04/03/1990
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
IA
Issued 07/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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