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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allen Kunkle is a financial advisor with Cambridge Investment Research Advisors, Inc., located in Pittsburgh, PA. Timothy Allen Kunkle has been in the financial industry since May 2, 2004. Timothy Allen Kunkle holds Series 6, 7, 63 and 65 licenses. Timothy Allen Kunkle is registered to offer investment advisory services in Pennsylvania and Texas, and securities in Florida, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and West Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
02/22/2023 - Present
Cambridge Investment Research Advisors, Inc. (PITTSBURGH PA)
PA
06/16/2011 - 09/20/2013
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
06/11/2008 - 05/04/2011
FEDERATED SECURITIES CORP. (WARRENDALE PA)
OH
04/27/2006 - 05/19/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DUBLIN OH)
PA
10/17/2003 - 04/06/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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