Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mellon is a financial advisor with over 28 years of experience in the industry. He is registered with Osaic Advisory Services, LLC, a firm that specializes in providing financial planning and portfolio management services for individuals, businesses, and institutions. Timothy has earned several professional designations, including Chartered Financial Consultant. He is licensed in multiple states.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/08/2019 - Present
Osaic Advisory Services, LLC (Greensboro NC)
NC
10/01/2019 - 08/23/2024
TRIAD ADVISORS LLC (Greensboro NC)
NC
08/21/2006 - 09/30/2019
KESTRA INVESTMENT SERVICES, LLC (GREENSBORO NC)
NC
05/10/2001 - 08/24/2006
NEW ENGLAND SECURITIES (GREENSBORO NC)
NJ
01/14/1994 - 05/11/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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