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Theodore Mark Procas

American Portfolios Financial Services, Inc.

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About Theodore Mark Procas

Theodore Mark Procas is a financial advisor registered with American Portfolios Financial Services, Inc. He has been in the securities industry since August 5, 1993. Theodore Mark Procas is currently registered with the following states: California, Connecticut, Florida, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington. He holds the following licenses: Series 7, Series 63, and SIE. Theodore Mark Procas was previously registered with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., First Albany Corporation, and Smith Barney Inc.

Firm Information

Theodore Procas is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Theodore Procas’s Registration & Firm History

NY

12/16/2004 - Present

American Portfolios Financial Services, Inc. (RIVERDALE NY)

CA

08/01/2003 - 12/17/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

06/13/1997 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NY

05/09/1995 - 08/08/1997

FIRST ALBANY CORPORATION (NEW YORK NY)

NY

05/05/1994 - 05/15/1995

SMITH BARNEY INC. (NEW YORK NY)

NY

07/21/1993 - 04/18/1994

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Mark Procas.
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