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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 Calcina is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Theodore has over 2 years of experience in the financial services industry. Theodore is currently registered with the state of South Carolina and North Carolina. Theodore holds the Series 7, 66, and SIE licenses. Theodore's specializations include helping clients with financial planning, pension consulting, educational seminars, and portfolio management. Theodore has previously worked with Woodbury Financial Services, Inc. Prior to working in the financial services industry, Theodore worked as an educator and fitness instructor.
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
SC
02/14/2024 - Present
Osaic Wealth, Inc. (WEST COLUMBIA SC)
SC
01/01/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEST COLUMBIA SC)
BOTH
Issued 02/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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