Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Gilman Omlid is a financial professional with over 16 years of experience in the industry. Theodore's career began at J.P. Morgan Securities Inc. in 2006. Theodore subsequently joined J.P. Morgan Securities LLC and served as a registered representative for five years before joining Evercore Group LLC in 2013. Theodore currently holds registrations in over 37 states and is series 7, 63, and SIE licensed. Theodore is a member of FINRA.
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.
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.
1
2
NY
09/23/2013 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/01/2008 - 08/08/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/11/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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