Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sheehan is a financial advisor with over 15 years of experience in the industry. Timothy is registered with LPL Financial LLC in Sinking Spring, Pennsylvania. Previously, Timothy worked at Invest Financial Corporation, Santander Securities LLC and IFMG Securities, Inc. Timothy is a Series 7, Series 6, Series 63 and Series 66 licensed professional. Timothy offers financial planning, portfolio management, investment consulting and educational seminars. Timothy provides services for a variety of clients, including individuals, corporations, trusts, and retirement plans. Timothy is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/14/2018 - Present
LPL Financial LLC (SINKING SPRING PA)
PA
04/19/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (LANCASTER PA)
PA
09/19/2012 - 10/25/2016
SANTANDER SECURITIES LLC (KUTZTOWN PA)
PA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (ELIZABETHTOWN PA)
PA
11/15/2007 - 05/27/2008
IFMG SECURITIES, INC. (EPHRATA PA)
BOTH
Issued 12/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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