Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Edward Peters is a financial advisor with Truist Advisory Services, Inc., a company with a history of providing financial services. Theodore has been active in the financial industry since October 4, 1987. Theodore has a wide range of experience and expertise in the financial services industry. Theodore holds numerous licenses and certifications including Series 4, Series 7, Series 24, Series 63, and Series 65. Theodore is committed to providing clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
02/06/2023 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
FL
04/22/1993 - 08/18/2006
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
NY
06/03/1992 - 04/15/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/09/1991 - 01/08/1992
CITICORP SELECT INVESTMENTS, INC. (LONG ISLAND CITY NY)
NA
11/19/1990 - 04/23/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
03/16/1990 - 11/21/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
FL
11/14/1989 - 03/17/1990
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CO
04/21/1987 - 11/16/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 01/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2002
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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