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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 James Zak is a financial advisor with over 30 years of experience in the financial services industry. Zak has worked with various firms, including Wells Fargo Clearing Services, LLC, First Union Capital Markets Corp., and Tucker Anthony Incorporated. Zak is currently registered with &partners, LLC, and is a Certified Financial Planner. Theodore James Zak is licensed in 41 states and the District of Columbia and offers financial planning, portfolio management, and other investment-related services to individuals, businesses, and trusts. Zak also specializes in pension consulting, educational seminars, and the publication of investment-related periodicals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
DE
07/25/2024 - Present
&partners (Wilmington DE)
DE
10/01/1999 - 08/05/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NC
09/19/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MA
09/08/1997 - 09/30/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NC
12/16/1992 - 09/11/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
06/30/1992 - 10/07/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 12/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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