Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Katelas is a registered representative with Equitable Advisors, LLC, located in New York, NY. Theodore has been in the financial services industry since 2008 and has held past registrations with several firms including Newport Coast Securities, Inc., Blackwall Capital Markets, Inc., Spencer Trask Ventures, Inc., Charles Vista LLC, J.H. Darbie & Co., Inc., John Thomas Financial, McGinn, Smith & Co., Inc., and New Castle Financial Services LLC. Theodore is licensed to offer investment advisory services in Iowa, New York, North Carolina, and Ohio. Theodore specializes in providing investment advice for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Theodore is committed to providing personalized financial planning and portfolio management services to help clients achieve 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.
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.
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.
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2
NY
06/29/2023 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
06/12/2013 - 01/26/2015
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
NY
11/20/2012 - 06/11/2013
BLACKWALL CAPITAL MARKETS, INC. (NEW YORK NY)
NY
02/05/2010 - 01/31/2012
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
NY
09/14/2009 - 01/28/2010
CHARLES VISTA LLC (NEW YORK NY)
NY
08/24/2009 - 10/02/2009
J.H. DARBIE & CO., INC. (NEW YORK NY)
NY
10/08/2008 - 08/12/2009
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
09/02/2008 - 10/07/2008
MCGINN, SMITH & CO., INC. (NEW YORK NY)
NY
02/29/2008 - 09/02/2008
NEW CASTLE FINANCIAL SERVICES LLC (NEW YORK NY)
BOTH
Issued 06/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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