Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allen Furlong is a financial advisor with over 25 years of experience in the industry. Timothy is currently registered with Charles Schwab & Co., Inc. Prior to this, Timothy was registered with TD Ameritrade, Inc., Scottrade, Inc., PNC Investments, Money Concepts Capital Corp, Legend Equities Corporation, J.J.B. Hilliard, W.L. Lyons, Inc., Keogler, Morgan & Company, Inc., Quest Capital Strategies, Inc., Prudential-Bache Securities Inc., The Stuart-James Company, Incorporated, and First Investors Corporation. Timothy holds the Series 6, 7, 24, 63, and 66 licenses. Timothy specializes in providing financial planning and investment advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
KY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Louisville KY)
KY
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Louisville KY)
KY
12/14/2016 - 02/26/2018
SCOTTRADE, INC. (LOUISVILLE KY)
KY
02/05/2015 - 12/07/2016
PNC INVESTMENTS (LOUISVILLE KY)
KY
09/03/2014 - 12/31/2014
MONEY CONCEPTS CAPITAL CORP (LOUISVILLE KY)
FL
01/11/1996 - 06/04/2002
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
KY
01/27/1995 - 01/02/1996
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
GA
08/25/1994 - 01/30/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
05/16/1994 - 08/25/1994
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
03/31/1989 - 12/04/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
10/26/1984 - 05/01/1989
THE STUART-JAMES COMPANY, INCORPORATED
NA
03/02/1984 - 01/14/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 09/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1987
Series 24 - General Securities Principal Examination
BC
Issued 12/12/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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