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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Latimer is an investment advisor with Steward Partners Investment Advisory, LLC. Theodore has been in the industry since February 1985. Theodore has a wide range of experience, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., and DEAN WITTER REYNOLDS INC. Theodore is licensed in several states including Florida, Texas, and New York. Theodore specializes in providing financial planning, pension consulting, and selection of other advisors for clients.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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
08/17/2023 - Present
Steward Partners Investment Advisory, LLC (WINTER PARK FL)
FL
10/23/2009 - 08/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
11/01/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WINTER PARK FL)
MO
10/01/2000 - 11/05/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
06/26/1990 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/24/1985 - 06/11/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/16/1990 - 06/07/1990
FIRST UNION BROKERAGE SERVICES, INC.
NA
12/05/1984 - 05/29/1985
FIRST INVESTORS CORPORATION
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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