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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 Panagiotopoulos is a financial advisor who has been in the industry since 1997. Theodore is currently registered with Mercer Global Advisors Inc. in Florida. Theodore specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Theodore has worked for Fidelity Investments, Fidelity Brokerage Services, Charles Schwab & Co., Inc., and Strategic Advisors, Inc. Theodore has passed the Series 63, Series 65, Series 7, Series 9, and Series 10 exams.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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
FL
03/28/2024 - Present
Mercer Global Advisors Inc. (Boca Raton FL)
FL
07/18/2016 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Plantation FL)
NH
02/29/2000 - 04/12/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NY
02/18/1998 - 02/03/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/30/1997 - 01/15/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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