Unclaimed
Theodore Lawrence Korodan is a financial advisor with Stifel, Nicolaus & Company, Inc. Theodore Korodan is a registered representative with FINRA and has been in the securities industry since 2003. Theodore Korodan's areas of specialization include financial planning, retirement planning, and investment management. Theodore Korodan has a proven track record of helping clients achieve their financial goals. Prior to joining Stifel, Nicolaus & Company, Inc., Theodore Korodan was a financial advisor with Wells Fargo Clearing Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
08/24/2018 - Present
Stifel, Nicolaus & Company, Inc. (PORT HURON MI)
MI
01/01/2008 - 08/28/2018
WELLS FARGO CLEARING SERVICES, LLC (PORT HURON MI)
MI
12/15/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT HURON MI)
NJ
10/06/2003 - 12/10/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Theodore Korodan is the right advisor for you? Invested Better is here to help.