Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Keaton Polevoy is a financial advisor currently registered with J.P. Morgan Securities LLC and has been in the industry since October 24, 2021. Theodore holds Series 7, Series 63, and Series 65 licenses and has previously been registered with SANFORD C. BERNSTEIN & CO., LLC. Theodore's practice is focused on providing a range of financial advisory services to a diverse clientele, including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
11/17/2022 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
10/25/2021 - 04/04/2022
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
IA
Issued 05/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Theodore Polevoy is the right advisor for you? Invested Better is here to help.
