Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Donald Johnson is a registered investment advisor representative with Creativeone Securities, LLC. Theodore has been in the industry since September 1, 2013, and is licensed in Iowa and Kansas. Theodore has a variety of experience, including previous positions at DIRECTED SERVICES, INC., FSC SECURITIES CORPORATION, and MESIROW FINANCIAL, INC. Theodore holds the Series 6, Series 7, Series 63, Series 65, and SIE licenses. Theodore also works for Market Synergy Group, a life and fixed annuity product design and distribution company, where Theodore is a Sales Vice President and Account Manager. Theodore's specializations are in fixed annuities, life insurance, and variable annuities. Theodore is committed to providing clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
01/31/2018 - Present
Creativeone Securities, LLC (Topeka KS)
PA
10/08/2003 - 12/21/2005
DIRECTED SERVICES, INC. (WEST CHESTER PA)
GA
10/17/2001 - 02/19/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
IL
12/07/1999 - 10/17/2001
MESIROW FINANCIAL, INC. (CHICAGO IL)
BC
Issued 02/24/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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