Unclaimed
Theodore Monroe Kinsman is a financial professional with over 20 years of experience in the industry. He is currently registered with Capstone Partners and holds Series 7, 66, and SIE licenses. Theodore has previously worked at HEADWATERS BD, LLC and E*TRADE GLOBAL ASSET MANAGEMENT, INC. Theodore is licensed in Colorado.
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.
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.
1
2
CO
05/17/2018 - Present
Capstone Partners (Denver CO)
CO
09/15/2005 - 11/14/2018
HEADWATERS BD, LLC (DENVER CO)
VA
12/14/1999 - 01/16/2002
E*TRADE GLOBAL ASSET MANAGEMENT, INC. (ARLINGTON VA)
BOTH
Issued 02/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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