Unclaimed
Theodore John Young is a financial advisor with over 20 years of experience in the industry. Theodore has a strong track record of success in helping clients achieve their financial goals. Theodore is currently registered with Invesco Distributors, Inc. and previously worked at OppenheimerFunds Distributor, Inc., Janus Distributors LLC, and GWFS Equities, Inc. Theodore is licensed to provide investment advice in all 50 states and the District of Columbia. Theodore holds the Series 6, 7, 24, and 63 licenses, as well as the SIE exam.
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.
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.
1
2
CO
05/25/2019 - Present
Invesco Distributors, Inc. (Greenwood Village CO)
CO
12/01/2016 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
08/28/2007 - 12/05/2016
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
12/16/2005 - 04/18/2006
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
06/17/2002 - 07/13/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/02/1999 - 02/12/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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