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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 John Koppy is an Investment Advisor Representative with MML Investors Services, LLC. Theodore is registered with the state of Connecticut. Theodore has been in the securities industry for over 10 years. Theodore has experience working with clients who are individuals, corporations, or other businesses, high-net-worth individuals, trusts, foundations, and endowments, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Theodore’s previous employer was Waddell & Reed. Theodore has also been a media/news reporter, and is also active as an anchor and reporter for WVIT-TV. Theodore provides services that include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
06/29/2023 - Present
MML Investors Services, LLC (GUILFORD CT)
CT
09/19/2011 - 06/30/2021
WADDELL & REED (HAMDEN CT)
BOTH
Issued 10/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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