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Theodore Monroe Kinsman

Capstone Partners

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About Theodore Monroe Kinsman

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.

Firm Information

Theodore Kinsman is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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 Kinsman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Monroe Kinsman.
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