Unclaimed
Theodore Partheder Chibnall has been a registered representative in the securities industry since 1986. Theodore has worked for Cetera Investment Advisers LLC, formerly known as Prosperity Network, Inc., Wealth Plan Advisors Group, and other firms. Theodore is a CERTIFIED FINANCIAL PLANNER™ professional. Theodore works with individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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