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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 P. Grigsby is an investment advisor representative at Morgan Stanley Institutional Investment Advisors LLC. Theodore has been in the financial services industry since 2007. Theodore previously worked at PURSHE KAPLAN STERLING INVESTMENTS in LAKE OSWEGO, OR. Theodore is registered with the Securities and Exchange Commission and holds the Series 63 and Series 65 licenses. He also holds the Series 6 license. Theodore specializes in providing investment advisory services to pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Theodore's current firm provides investment advisory services in the areas of pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses.
5299 DTC BLVD., SUITE 1000
GREENWOOD VILLAGE, CO 80111
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans
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.
1
2
OR
12/14/2021 - Present
Morgan Stanley Institutional Investment Advisors LLC (Portland OR)
OR
03/01/2007 - 07/30/2008
PURSHE KAPLAN STERLING INVESTMENTS (LAKE OSWEGO OR)
IA
Issued 05/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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