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Theodore Jeffrey Collins

Needham & Company, LLC

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About Theodore Jeffrey Collins

Theodore Jeffrey Collins is a registered representative with Needham & Company, LLC. Theodore has been in the financial services industry since August 2023. Theodore holds the Series 63, Series 79TO and the SIE exams. Theodore is currently registered with the states of California, Massachusetts, and New York.

Firm Information

Theodore Collins is currently registered with Needham & Company, LLC. Needham & Company, LLC is a Limited Liability Company formed in 2005 and headquartered in New York, NY. The firm provides securities research and is registered with the SEC and in all 50 states and the District of Columbia.
Needham & Company, LLC

250 PARK AVENUE

NEW YORK, NY 10177

Not reported

Assets Under Management

Not reported

Total Clients

121

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.

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securities research

Securities research

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Pursuant to csa agreements

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Theodore Collins’s Registration & Firm History

NY

08/22/2023 - Present

Needham & Company, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/26/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Jeffrey Collins.
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