Theo Constantine, financial advisor Sarasota FL

Theo Constantine

CRD Number: 1341294
Current Firm: Prudential Financial Planning Services

Theo Constantine (CRD# 1341294) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sarasota, FL and has over 38 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
The Prudential Insurance Company Of America Sarasota, FL Nov 2020 - Current 3
Pruco Securities LLC Sarasota, FL Oct 2020 - Current 3
Unemployed Naples, FL Apr 2020 - Sep 2020 < 1
Pruco Securities LLC Fort Myers, FL Feb 2020 - Mar 2020 < 1
Unemployed Naples, FL Jan 2020 - Feb 2020 < 1
Kovack Advisors, Inc. Ft. Lauderdale, FL Feb 2008 - Dec 2019 11
Kovack Securities, Inc. Ft. Lauderdale, FL Dec 2002 - Dec 2019 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Theo A. Constantine
Phone Number: 800-235-7637
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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