Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Binder is a registered representative with Janney Montgomery Scott LLC. Theodore has been in the industry since August 17, 1990. Theodore is currently licensed to provide investment advice in California, Florida, New Jersey, New York, Ohio, and Texas. Theodore has experience with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Theodore holds the Series 6, 7, 63, and 65 licenses. Theodore previously worked at McDonald Investments Inc., KEY Investment Services LLC, and KEY Investments Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
01/05/2021 - Present
Janney Montgomery Scott LLC (SYRACUSE NY)
NY
01/03/2006 - 02/13/2006
KEY INVESTMENT SERVICES LLC (SYRACUSE NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (SYRACUSE NY)
OH
01/04/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
06/05/1991 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
05/20/1991 - 07/03/1991
MONY SECURITIES CORP. (NEW YORK NY)
NJ
04/26/1989 - 01/30/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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