Unclaimed
Timothy Blaney George is an investment advisor representative associated with Catalyst Financial Partners in Boston, Massachusetts. Timothy George is a Registered Investment Advisor (IA) in Massachusetts and Texas. Timothy George holds a Series 65 - Uniform Investment Adviser Law Examination. Timothy George has been in the industry since 2010 and has a total of 10 years of experience. Timothy George is also a co-trustee of the Ernest Blaney Dane, Jr. Residuary Trust.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/03/2024 - Present
Catalyst Financial Partners (BOSTON MA)
IA
Issued 08/28/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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