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 Roberts is a financial advisor with over 14 years of experience in the financial services industry. Timothy is currently registered with Missionsquare Retirement in Morton Grove, IL. He is also registered with the state of Illinois. Before joining Missionsquare Retirement, Timothy worked at Triad Advisors LLC in Arlington Heights, IL. Timothy has also worked for other firms including AUSDAL FINANCIAL PARTNERS, INC, GWFS EQUITIES, INC, KESTRA INVESTMENT SERVICES, LLC, HORNOR, TOWNSEND & KENT, INC, and AXA ADVISORS, LLC. Timothy holds the Series 7, Series 66, and SIE licenses. Timothy specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
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IL
05/31/2024 - Present
Missionsquare Retirement (MORTON GROVE IL)
IL
09/15/2023 - 10/16/2023
TRIAD ADVISORS LLC (Arlington Heights IL)
IL
08/23/2022 - 04/26/2023
AUSDAL FINANCIAL PARTNERS, INC. (DEERFIELD IL)
CO
10/03/2016 - 02/13/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IL
05/13/2016 - 08/08/2016
KESTRA INVESTMENT SERVICES, LLC (Schaumburg IL)
IL
04/22/2010 - 11/05/2015
HORNOR, TOWNSEND & KENT, INC. (OAK BROOK IL)
IL
10/19/2004 - 04/27/2010
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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