Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Kowalchyn is a financial advisor registered with Equitable Advisors, LLC. Theodore has been in the financial industry since 1996. Theodore is licensed to provide financial advice in several states including District of Columbia, Florida, Maryland, Nebraska, New Jersey, New York, Pennsylvania and Virginia. Theodore holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Theodore provides financial planning services to individuals, businesses, pension plans and charitable organizations.
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
NJ
10/21/2020 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NJ
06/16/2017 - 10/20/2020
VANDERBILT SECURITIES, LLC (Edison NJ)
NJ
05/05/2010 - 06/19/2017
TRIAD ADVISORS, INC. (Edison NJ)
NJ
09/06/2000 - 05/05/2010
ING FINANCIAL ADVISERS, LLC (WOODBRIDGE NJ)
NY
11/13/1996 - 08/28/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/13/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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