Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Ciolkosz is a financial advisor with over 20 years of experience in the financial industry. Theodore has held positions at several firms, including ING Financial Partners, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Theodore has a wide range of experience in financial planning, portfolio management, and investment advice. Theodore is currently registered with Cetera Investment Advisers LLC and Investment Advisory Group LLC. Theodore provides financial advice to individuals, businesses, and institutions.
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.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (HANOVER MA)
CT
01/31/2003 - 02/11/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MA
07/23/2002 - 01/21/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/23/2002 - 01/21/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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