Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Swier is a financial professional with over 28 years of experience in the industry. Timothy is currently registered with Planmember Securities Corp. Timothy has held previous registrations with ING Financial Advisers, LLC, ING Financial Partners, Inc., Intervest International Equities Corporation, and Programmed Equities Corporation. Timothy specializes in portfolio management for individuals and businesses. Timothy is also a registered representative and investment advisor representative in the state of California.
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.
Provides investment supervisory 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
CA
06/03/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
06/30/2004 - 08/18/2008
ING FINANCIAL ADVISERS, LLC (SANTA BARBARA CA)
CT
09/10/1996 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CO
05/23/1994 - 08/15/1996
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
02/22/1994 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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