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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 Thomas Paprocki is a registered investment advisor with Cuso Financial Services, LP. Theodore has been working in the financial industry since 2002 and is currently licensed to operate in 13 states. He holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Theodore has experience working with clients of various types, including high net worth individuals, corporations, and individuals other than high net worth. He also has experience in providing financial planning, pension consulting, and portfolio management services. Theodore is committed to helping his clients achieve 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2012 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
IL
06/06/2006 - 12/31/2011
CUNA BROKERAGE SERVICES, INC. (MOLINE IL)
IL
07/15/2002 - 05/30/2006
MWA FINANCIAL SERVICES, INC. (MOLINE IL)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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