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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 Kaplan is a financial advisor with over 38 years of experience in the industry. Theodore is currently registered with MJP Wealth Advisors in Farmington, Connecticut. Theodore holds both Series 63 and 65 licenses as well as the Series 7 and 24 licenses. Theodore has previously been registered with Royal Alliance Associates, Inc., Underwriters Equity Corporation and TNK Associates, Inc. Theodore provides financial planning and investment advisory services to a range of clients, including individuals, families, businesses, and charitable organizations. Theodore specializes in various services including portfolio management, financial planning, pension consulting, and other services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mjp online advisor service
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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2
CT
12/14/2010 - Present
MJP Wealth Advisors (FARMINGTON CT)
CT
02/23/2006 - 04/04/2018
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
CT
01/23/2001 - 01/31/2006
UNDERWRITERS EQUITY CORPORATION (FARMINGTON CT)
CT
07/24/1996 - 01/04/2001
TNK ASSOCIATES, INC. (FARMINGTON CT)
AZ
11/19/1989 - 08/13/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/24/1989 - 12/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/20/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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