Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Birt is a registered investment advisor representative with PFS Investments Inc. Timothy has been in the financial services industry for over 16 years. Timothy holds the Series 6, Series 63, and Series 65 licenses. He is also registered as an investment advisor representative in Ohio, Florida, and Indiana. Timothy has a strong track record of providing financial advice to individuals and families. He is committed to helping his 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.
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.
1
2
OH
10/27/2011 - Present
PFS Investments Inc. (CENTERVILLE OH)
IA
Issued 06/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Birt is the right advisor for you? Invested Better is here to help.
