Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gusek is a financial advisor with Osaic Wealth, Inc., with a broad range of experience in the financial services industry. Timothy joined Osaic Wealth, Inc. in October 2024 and has been actively serving clients since then. Prior to that, Timothy worked for American Portfolios Financial Services, Inc. and UBS Financial Services Inc. Timothy has a strong background in providing financial planning, investment management, and other financial services. Timothy holds the following licenses and registrations: Series 3, 7, 9, 10, 63, and 65.
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.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Queensbury NY)
NY
10/15/1998 - 09/23/2009
UBS FINANCIAL SERVICES INC. (GLENS FALLS NY)
IA
Issued 03/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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