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Theodore George Kotsakis

THE Leaders Group, Inc.

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About Theodore George Kotsakis

Theodore George Kotsakis is a financial advisor with The Leaders Group, Inc. based in LITTLETON, CO. Theodore has been in the industry since 1986. Theodore has a Series 6, Series 7 and SIE license. Theodore has been registered with the FINRA since 2017. Theodore is also registered in Arizona, California, Florida, Georgia, Indiana, Michigan, Minnesota, Nebraska, New York, North Carolina, Ohio, Pennsylvania, South Dakota, Washington, and Wisconsin.

Firm Information

Theodore Kotsakis is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Theodore Kotsakis’s Registration & Firm History

CO

01/03/2017 - Present

THE Leaders Group, Inc. (LITTLETON CO)

AZ

01/17/2014 - 12/31/2016

SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)

MI

03/29/2012 - 12/31/2013

ING FINANCIAL PARTNERS, INC. (TROY MI)

MI

10/31/2008 - 04/02/2012

SAGEPOINT FINANCIAL, INC. (TROY MI)

MI

01/24/2003 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (NORTHVILLE MI)

NY

01/02/1998 - 12/31/2002

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

02/08/1995 - 01/02/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

NJ

05/13/1986 - 10/13/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/12/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore George Kotsakis.
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