Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Robert Eckert has been in the financial services industry since 1984. Theodore currently works for Wells Fargo Clearing Services, LLC. Theodore is licensed to conduct business in 28 states, and is registered with the state of Texas as an Investment Advisor Representative. Theodore has a diverse experience having previously worked for several firms including Allstate Financial Services, LLC, Investors Security Company, Inc., ING Financial Advisors, LLC, Aetna Life Insurance and Annuity Company, Travelers Equities Sales, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Theodore holds Series 6, 7, and 66 securities licenses.
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.
Investment consulting services to institutional clients
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
VA
06/27/2011 - Present
Wells Fargo Clearing Services, LLC (NEWPORT NEWS VA)
VA
01/11/2007 - 05/02/2011
ALLSTATE FINANCIAL SERVICES, LLC (WILLIAMSBURG VA)
VA
03/11/2005 - 11/13/2006
INVESTORS SECURITY COMPANY, INC. (WILLIAMSBURG VA)
CT
10/15/1993 - 01/19/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
11/13/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CA
04/27/1992 - 09/10/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
03/24/1982 - 01/02/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/24/1982 - 01/02/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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