Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Leveroni is a financial advisor who is registered with LPL Financial LLC. Timothy has been in the financial industry since April 5, 2010, and has been registered with LPL Financial LLC since December 2009. Timothy has a Series 66, Series 7, and Series 24 license. LPL Financial LLC is a financial advisor with more than $50 billion in assets under management. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, 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.
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.
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2
MA
07/06/2023 - Present
LPL Financial LLC (BRAINTREE MA)
MA
03/22/2010 - 08/19/2010
LPL FINANCIAL CORPORATION (BRAINTREE MA)
BOTH
Issued 11/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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