Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Zenker is an investment advisor representative and registered representative with Great Valley Advisor Group, Inc. Timothy has been in the industry since January 16, 2006, and has held positions at MetLife Securities Inc. and Metropolitan Life Insurance Company. Timothy is licensed in Colorado, Florida, Minnesota, New Jersey, and Wisconsin. Timothy offers a range of services including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
WI
05/26/2016 - Present
Great Valley Advisor Group, Inc. (Brookfield WI)
WI
01/16/2006 - 05/08/2015
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
01/16/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
IA
Issued 11/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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