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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 Christian Poppe is a financial advisor registered with Grey Fox Wealth Advisors, LLC. Theodore Christian Poppe has been in the financial services industry for several years and has worked with several firms prior to joining Grey Fox Wealth Advisors, LLC. His experience includes working with Brinkert Capital Securities, LLC, Brighthouse Securities, LLC, and MetLife Investors Distribution Company. Theodore Christian Poppe holds the Series 6, 7, and 63 securities licenses and the Series 65 Investment Advisor license. Theodore Christian Poppe is also a Chartered Financial Analyst. Theodore Christian Poppe primarily works with individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Theodore Christian Poppe provides investment advice and portfolio management services, as well as financial planning services.
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.
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.
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2
DE
07/27/2023 - Present
Grey FOX Wealth Advisors, LLC (ROCKLAND DE)
PA
08/23/2017 - 07/12/2023
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
NC
03/06/2017 - 07/07/2017
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
NC
11/24/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
IA
Issued 10/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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