Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Joseph Gardner is a financial advisor at Creativeone Securities, LLC. Theodore has been in the industry since July 5, 2015. Theodore holds the Series 63, Series 7 and SIE licenses. Theodore has previously worked at J.P. Morgan Institutional Investments Inc. and State Street Global Markets, LLC. Creativeone Securities, LLC is a registered investment advisor with the Securities and Exchange Commission.
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.
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2
KS
03/18/2021 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
IL
02/23/2016 - 02/12/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
05/15/2013 - 02/04/2016
STATE STREET GLOBAL MARKETS, LLC (CHICAGO IL)
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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