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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 Scott Alexander is a financial advisor with over 15 years of experience in the industry. Theodore Alexander is currently registered with Lion Street Advisors, LLC, and has previously worked for PRUCO SECURITIES, LLC., FIFTH THIRD SECURITIES, INC., CUSO FINANCIAL SERVICES, L.P. and NATIONWIDE INVESTMENT SERVICES CORPORATION. Theodore Alexander holds a Series 6, Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Theodore Alexander specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Theodore Alexander is committed to helping clients achieve their financial goals and is a valuable resource for financial advice. Theodore Alexander is a member of the Chartered Financial Consultant (ChFC) designation program.
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.
1
2
OH
06/30/2023 - Present
Lion Street Advisors, LLC (Sunbury OH)
OH
03/26/2018 - 07/14/2023
PRUCO SECURITIES, LLC. (Sunbury OH)
OH
06/21/2016 - 03/30/2018
FIFTH THIRD SECURITIES, INC. (DUBLIN OH)
OH
04/06/2015 - 06/03/2016
CUSO FINANCIAL SERVICES, L.P. (Gahanna OH)
OH
02/01/2008 - 04/06/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 06/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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