Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Peroulakis is a financial advisor with J.P. Morgan Securities LLC. Theodore has been in the industry since May 24, 2010 and has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Theodore is a Certified Financial Planner and a Chartered Financial Consultant. Theodore is registered with FINRA and the state of Florida. Theodore is also a board member for The Salvation Army, the Navy League of the United States - Palm Beach Council, and the Homeless Coalition of Palm Beach County.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
02/14/2020 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
07/15/2011 - 02/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
12/06/2002 - 01/21/2003
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
FL
03/28/2001 - 04/03/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
02/01/2001 - 02/22/2001
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
TN
04/06/2000 - 07/27/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
01/26/1999 - 09/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/16/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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