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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 Jennings is a financial advisor at Fidelity Personal And Workplace Advisors. Timothy has been in the industry for over 10 years. He is licensed to provide investment advice in 53 states and has an active registration with FINRA. Timothy specializes in helping individuals and businesses with their financial planning and portfolio management needs. Timothy Jennings has a CFP® designation and is committed to helping his clients achieve their financial goals.
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.
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
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
04/06/2020 - 08/31/2021
WELLS FARGO CLEARING SERVICES, LLC (DURHAM NC)
NJ
08/31/2016 - 04/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
04/20/2011 - 08/17/2015
SECURITIES AMERICA, INC. (ISELIN NJ)
BOTH
Issued 05/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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