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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Martin Degroot is an Investment Advisor Representative with Spurstone Wealth Management LLC. Theodore has been in the industry for over 20 years and has a strong track record of providing investment advice and financial planning services. Theodore is dedicated to helping clients achieve their financial goals. Theodore has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Theodore is committed to providing personalized service and tailoring investment strategies to meet each client’s specific needs.
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.
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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CT
07/25/2016 - Present
Spurstone (HIGGANUM CT)
CT
04/02/2009 - 07/05/2016
LPL FINANCIAL LLC (AVON CT)
CT
10/06/2006 - 04/15/2009
UBS FINANCIAL SERVICES INC. (HARTFORD CT)
CT
03/08/2006 - 10/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)
CT
02/15/2000 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
CT
01/04/2000 - 02/10/2000
BANNON, OHANESIAN & LECOURS, INC. (WEST HARTFORD CT)
IA
Issued 02/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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