Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Chibnall has been in the financial services industry since 1986. Theodore is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Theodore holds the Series 6, Series 7, and Series 63 licenses and has been awarded the designation Certified Financial Planner. Prior to joining Cetera Investment Advisers LLC, Theodore was affiliated with VESTAX SECURITIES CORPORATION, NEW ENGLAND SECURITIES, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
OH
04/04/2001 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
08/14/1997 - 04/03/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/31/1986 - 08/01/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/31/1986 - 08/01/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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