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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 Rich is a financial advisor with over 30 years of experience in the industry. Theodore currently holds a Series 6, Series 63, and SIE license and is registered with Hornor, Townsend & Kent, LLC, which is a registered investment advisor based in Conshohocken, Pennsylvania. Theodore has previously worked for 1717 Capital Management Company, InvestAcorp, Inc. and Phoenix Equity Planning Corporation. Theodore's area of expertise includes financial planning, pension consulting, and selection of other advisors. Theodore is also a registered representative for Hornor, Townsend & Kent, LLC and is licensed in Florida, New Jersey, and Pennsylvania.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NJ
02/05/2003 - Present
Hornor, Townsend & Kent, LLC (LINWOOD NJ)
DE
01/01/1991 - 02/05/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
FL
04/12/1988 - 12/31/1990
INVESTACORP, INC. (MIAMI FL)
CT
11/01/1985 - 05/03/1988
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 06/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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