Theodore Suleski (CRD# 2869487) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Management Financial Services Llc Dba Bluefin Financial | Moorestown, NJ | Jul 2017 - Current | 6 |
| Securities America, Inc. | Cherry Hill, NJ | Apr 2005 - Current | 19 |
| Securities America Advisors, Inc. | Cherry Hill, NJ | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management232MILLIONS
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Total Number of Accounts657ACCOUNTS
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Average Account Value$352,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, MD, NJ, PA, SC, TX
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