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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 Quillen is a financial advisor with Commonwealth Financial Network. Theodore has been in the financial industry since 2006. Theodore's primary office location is in Middletown, Delaware. Theodore is registered to provide investment advice in 15 states including Delaware, Pennsylvania, Florida, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina and Texas. Theodore has earned the Series 6, Series 7 and Series 66 licenses. Commonwealth Financial Network is a registered investment advisor firm. The firm's main office is in Waltham, Massachusetts.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
01/05/2015 - Present
Commonwealth Financial Network (Middletown DE)
DE
10/30/2009 - 01/06/2015
INVEST FINANCIAL CORPORATION (MIDDLETOWN DE)
PA
01/11/2008 - 03/19/2008
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
NY
05/17/2006 - 12/11/2007
E*TRADE SECURITIES LLC (GARDEN CITY NY)
MD
08/11/2004 - 05/10/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 03/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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