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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 Rocco Massaro is a financial advisor with over 40 years of experience in the financial services industry. Theodore has been registered with LPL Financial LLC since 1994 and M Financial Planning Services, Inc. since 2004. Theodore is a Chartered Financial Consultant and holds several professional licenses, including Series 7, Series 24, and Series 63. Theodore's primary focus is on providing investment advice and financial planning services to individuals, families, and businesses. Theodore specializes in helping clients with retirement planning, college savings, estate planning, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
12/31/2001 - Present
LPL Financial LLC (MARLTON NJ)
CT
03/15/1993 - 02/28/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
08/11/1977 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
11/04/1986 - 07/09/1988
SG EQUITIES CORPORATION
NA
10/17/1984 - 10/21/1986
INVESTMENT DISTRIBUTORS INC.
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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