Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Kowalchuk is a financial advisor currently associated with Valmark Advisers, Inc. Theodore has 29 years of experience in the financial services industry. He has a Series 6, 7, 63 and 65 license as well as the SIE. Theodore also has the Certified Financial Planner designation. Prior to joining Valmark Advisers, Inc., Theodore was associated with Metlife Securities Inc., Metropolitan Life Insurance Company, AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, MONY Securities Corp., Fortis Investors, Inc., and Nathan & Lewis Securities, 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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
FL
01/01/2025 - Present
Valmark Advisers, Inc. (Coral Springs FL)
MA
01/31/2000 - 02/28/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/31/2000 - 02/28/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/08/1999 - 03/27/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/08/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/25/1996 - 02/02/1999
MONY SECURITIES CORP. (NEW YORK NY)
MN
01/05/1995 - 11/27/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
01/28/1992 - 12/31/1992
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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