Years of Experience
5-20+ Years
North Haven, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Theodore Charles Davis is an investment advisor representative with Ameriprise Financial Services, LLC. Theodore has been in the financial industry since 2008 and holds both Series 65 and 66 securities licenses. Theodore's career began at Citigroup Global Markets Inc. followed by Morgan Stanley Smith Barney. Theodore specializes in providing financial planning, asset allocation, and investment management services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Theodore is registered to offer securities and investment advisory services in 31 states.
SPECIALIZATIONS
WEST HARTFORD, CT
0 Disclosures
ADVISOR BIO
Theodore Dalton Marrinan is an Investment Advisor Representative at GYL Financial Synergies, LLC. Theodore holds a Series 65 license and is registered in Connecticut and Texas. Theodore has a strong track record in providing investment advice and portfolio management services to clients. Theodore is passionate about helping individuals and families achieve their financial goals and has a deep understanding of the investment landscape. Theodore specializes in providing comprehensive financial planning, portfolio management, and insurance solutions to meet the needs of individual and institutional clients. Theodore's commitment to client satisfaction and personalized service has earned them a reputation for excellence in the financial services industry.
SPECIALIZATIONS
GREENWICH, CT
28 Years Experience
0 Disclosures
ADVISOR BIO
Theodore Kyriakopoulos is a financial professional with over 25 years of experience in the securities industry. Theodore is currently registered with Interactive Brokers LLC and has held previous roles with Timber Hill LLC and Gruntal & Co. Incorporated. Theodore is licensed to offer securities and investment advisory services in all 50 states and several territories.
SPECIALIZATIONS
No specializations listed.
WATERBURY, CT
38 Years Experience
2 Disclosures
ADVISOR BIO
Theodore Anthony Grieder has been a Registered Representative since 1987. Theodore is currently registered with Allstate Financial Services, LLC and is licensed in Connecticut. Theodore has passed the Series 6 and SIE exams and has experience with Nationwide Advisory Services, Inc. and Pruco Securities Corporation. Theodore’s professional career spans over 30 years in the financial services industry.
SPECIALIZATIONS
No specializations listed.
SOUTHBURY, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Theodore De giacomo is a financial advisor with over 20 years of experience in the securities industry. Theodore has held various roles at prominent financial institutions, including T3 Trading Group, LLC and World-Xecution Strategies. Theodore is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Theodore is a Series 7, 9, 24, 55, 63, 66, and SIE licensed professional. Theodore offers a range of services to individuals and businesses, including investment advice, portfolio management, and financial planning.
SPECIALIZATIONS
GREENWICH, CT
41 Years Experience
0 Disclosures
ADVISOR BIO
Theodore Samuel Roman is a financial professional with over 30 years of experience in the financial services industry. Theodore is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Connecticut and Texas. Theodore's experience includes previous roles at Wright Investors' Service Distributors, Inc., J.P. Morgan Securities Inc., J.P. Morgan Clearing Corp., Institutional Direct Inc., Lehman Brothers Inc., CS First Boston Corporation, Nomura Securities International, Inc. and Goldman, Sachs & Co. Theodore is a Series 3, 7, 63, and 65 licensed professional. Theodore specializes in working with individuals, corporations, investment companies, pension and profit-sharing plans, state or municipal government entities, and charitable organizations.
SPECIALIZATIONS
HIGGANUM, CT
0 Disclosures
ADVISOR BIO
Theodore Martin Degroot is an Investment Advisor Representative with Spurstone Wealth Management LLC. Theodore has been in the industry for over 20 years and has a strong track record of providing investment advice and financial planning services. Theodore is dedicated to helping clients achieve their financial goals. Theodore has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Theodore is committed to providing personalized service and tailoring investment strategies to meet each client’s specific needs.
SPECIALIZATIONS
WATERFORD, CT
23 Years Experience
0 Disclosures
ADVISOR BIO
Theodore John Schaaf is a financial advisor with Citizens Securities, Inc. Theodore has been in the financial services industry since 2002. Theodore is licensed to provide financial advice in Connecticut, Florida, Louisiana, New York, Rhode Island, and Virginia.
SPECIALIZATIONS
PORTLAND, CT
25 Years Experience
0 Disclosures
ADVISOR BIO
Theodore William Hintz is a financial advisor at LPL Financial LLC. Theodore is registered with the state of Connecticut. Theodore has been in the financial industry for over 22 years. Prior to joining LPL Financial LLC, Theodore was with Securities America, Inc. Theodore is also a certified public accountant, a notary public, and a business owner. Theodore has a diverse background in financial services and offers a range of services to his clients.
SPECIALIZATIONS
Cromwell, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
Theresa Cahill is a financial advisor with Commonwealth Financial Network. Theresa has been in the financial services industry since 2011. She is registered with the state of Connecticut and holds Series 6, 7, 63 and 65 licenses. Theresa is a specialist in providing financial planning, portfolio management, and other financial services to individuals, corporations, and charitable organizations.
SPECIALIZATIONS
