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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 Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC. Theodore has been working in the industry for over 15 years. Theodore specializes in providing financial planning, pension consulting and selection of other advisers services for individuals and businesses. Theodore is registered with the states of Florida, Illinois, Massachusetts, New Hampshire, Rhode Island and Texas.
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.
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IL
04/02/2015 - Present
Creative Resources Investment Advisors LLC (CHICAGO IL)
NY
03/10/2015 - 03/03/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
IL
08/30/2013 - 02/17/2015
NEWPORT COAST SECURITIES, INC. (CHICAGO IL)
IL
12/02/2011 - 09/30/2013
MEYERS ASSOCIATES, L.P. (CHICAGO IL)
IL
07/19/2010 - 12/01/2011
ANDERSON & STRUDWICK, INCORPORATED (CHICAGO IL)
IL
07/09/2009 - 07/08/2010
JESUP & LAMONT SECURITIES CORP (CHICAGO IL)
IL
05/18/2009 - 06/26/2009
BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
08/20/2007 - 04/28/2009
INTEROCEAN SECURITIES LLC (CHICAGO IL)
IL
04/18/2006 - 09/17/2007
NATIONAL SECURITIES CORPORATION (OAKBROOK TERRACE IL)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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