Unclaimed
Dimitar Timnev is a financial professional with over 10 years of experience in the securities industry. Dimitar is registered with J.P. Morgan Securities LLC. Dimitar's career began at Chase Investment Services Corp. where he served from 2008 to 2012. Dimitar has been active in the industry since 2013 and has served clients in Connecticut, New York, Florida, Massachusetts, New Jersey, and North Carolina. Dimitar is a Series 6, 7, 63, and 66 licensed professional. Dimitar specializes in providing financial planning and investment advice. Dimitar's areas of expertise include retirement planning, college savings, and estate planning. Dimitar offers a variety of investment services including portfolio management, mutual funds, and variable annuities. Dimitar is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
10/28/2019 - Present
J.p. Morgan Securities LLC (WILTON CT)
CT
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (NEWTOWN CT)
CT
03/25/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWTOWN CT)
BOTH
Issued 10/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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