Unclaimed
Timothy Gosier is a registered representative and investment advisor representative. Timothy has been in the securities industry since 2006 and has held a Series 63 license since 2020. Timothy also holds a Series 65 license and a Series 6TO license. Timothy is currently employed by PFS Investments Inc. Timothy works with individuals, charitable organizations, corporations or other businesses. Timothy's firm manages approximately $8.5 billion in assets under management. Timothy's services include portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
09/02/2022 - Present
PFS Investments Inc. (OXFORD MA)
IA
Issued 08/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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