Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrew Demeritt is a financial advisor with over 20 years of experience in the industry. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and has worked for various firms such as Lincoln Financial Advisors Corporation, Tower Square Securities, Inc., and Pioneer Funds Distributor, Inc. Timothy is currently registered with the state of Massachusetts as a Registered Investment Advisor representative for Integrated Wealth Concepts LLC. Timothy specializes in providing financial planning, pension consulting, and portfolio management 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MA
10/25/2016 - Present
Integrated Wealth Concepts LLC (Franklin MA)
MA
08/31/2007 - 10/31/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FRANKLIN MA)
MA
06/20/2003 - 09/12/2007
TOWER SQUARE SECURITIES, INC. (FRANKLIN MA)
MA
06/20/2001 - 04/10/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 07/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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