Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Velasquez is a registered investment advisor representative and a registered representative, with a focus on providing financial planning and portfolio management services for individuals and institutions. Theodore Velasquez has over 6 years of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC. Currently, Theodore Velasquez is affiliated with TIAA-CREF Individual & Institutional Services, LLC, where he is also registered as an investment advisor representative. Theodore Velasquez holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. Theodore Velasquez is dedicated to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
10/26/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FORT COLLINS CO)
CO
08/29/2017 - 10/25/2022
WELLS FARGO CLEARING SERVICES, LLC (WINDSOR CO)
IA
Issued 10/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Velasquez is the right advisor for you? Invested Better is here to help.
