Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Cioffi is a registered representative with Loop Capital Markets LLC. Theodore is also a licensed representative in New York and has been in the industry since March 5, 1996. Theodore has Series 3, 7 and 63 licenses. He previously worked at McDonald Investments Inc. and CIBC World Markets Corp.
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.
Transition management services/equity research 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.
Negotiated fees for research services
1
2
NJ
04/16/2007 - Present
Loop Capital Markets LLC (Clark NJ)
NY
02/06/2006 - 04/03/2007
MCDONALD INVESTMENTS INC. (NEW YORK NY)
NY
01/23/1996 - 01/05/2006
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1997
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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