Unclaimed
Theodore Tiger is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Winthrop, Massachusetts. Theodore has been in the financial services industry for over 30 years. He is a licensed investment advisor in Massachusetts and Texas. He has a Series 7, Series 24, Series 3, Series 63 and Series 65 license. Theodore previously worked for LPL Financial LLC, Citigroup Global Markets Inc., A.G. Edwards & Sons, Inc., Paine Webber Incorporated and ISFA Corporation. Theodore is a highly experienced financial advisor who can help individuals and families reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
06/11/2015 - Present
Cambridge Investment Research Advisors, Inc. (WINTHROP MA)
MA
06/15/2007 - 06/10/2015
LPL FINANCIAL LLC (WINTHROP MA)
MA
10/30/1998 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MO
11/14/1994 - 11/06/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
09/27/1990 - 11/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/03/1986 - 02/10/1988
ISFA CORPORATION
NA
09/21/1983 - 08/19/1985
E. F. HUTTON & COMPANY INC
IA
Issued 02/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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