Soterios A. Theori Headshot

My Background

Soterios A. Theori, MBA, CLU, ChFC, LUTCF, CLTC, RICP

Soterios Theori is a Greek Cypriot. He was raised on the Island of Cyprus and graduated from the Economic Lycium of Nicosia.

After graduation, Soterios served in the Greek Army for 26 months and was responsible for military vehicle maintenance. Upon completion of his military service, Soterios went to work in the United Arab Emirates for 2 1/2 years as an accounting clerk.

His life-long dream was to save enough money to be able to come to the United States of America to further his studies. In 1981 he realized his dream and came to the US on a student visa, attended Queens College and received his BA in Accounting and Finance. He then went to work as an accountant for a real estate firm while pursuing his MBA in Accounting and Taxation from St. Johns University. After graduating from St. Johns and passing his CPA examination, Soterios opened his own accounting firm focusing on serving the Greek community.

In 1994, Soterios entered the Financial Services Industry where he has excelled ever since.

Soterios, an agent for New York Life Insurance Company, has qualified as a Lifetime Member of the Million Dollar Round Table (MDRT*). The Million Dollar Round Table is the most prestigous production-based national and international organization in the Financial Services Industry. To become a member requires achievement, ability, and excellent service. Those who qualify and join MDRT, rank in the top of all life insurance agents in the world.

Soterios has earned his CLU, ChFC, LUTCF, CLTC, and RICP designations from the American College.

Soterios is committed to helping his clients achieve their financial goals for themselves, their families, and their business by providing them with strategies for asset accumulation, preservation and transfer.

Disclosure

Soterios Theori is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, MA, MO, NJ, NY, OH, and PA. No insurance business may be conducted outside the states referenced.

Soterios Theori is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2928. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Soterios Theori is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, FL, NJ, NY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.