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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wyand is an investment advisor representative with Flagship Harbor Advisors, LLC. Timothy has been in the industry since March 2009. Timothy has worked for other financial institutions including Citigroup Global Markets Inc., Bear, Stearns & Co. Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Timothy holds Series 7, 63, 65 and SIE licenses. Timothy is registered in Maine, Massachusetts, Connecticut, New Hampshire, Oregon, Utah, Washington, Florida, and Georgia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
ME
02/08/2021 - Present
Flagship Harbor Advisors, LLC (Yarmouth ME)
NY
08/23/2007 - 10/09/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/03/2004 - 07/11/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MN
09/09/2004 - 11/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/2004 - 11/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/14/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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