Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ferrell is a financial advisor with over 20 years of experience in the industry. He has held various roles with several firms including CitiStreet Equities LLC, Metropolitan Life Insurance Company, MSI Financial Services, Inc. and MML Investors Services, LLC. Timothy is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. He holds Series 6, Series 63 and Series 65 licenses as well as the Securities Industry Essentials (SIE) exam. Timothy Ferrell provides advisory services for a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/02/2022 - Present
MML Investors Services, LLC (LUTZ FL)
MD
12/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
01/01/1997 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 06/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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