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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 Chan Ng is an Investment Advisor Representative with Fiducient Advisors LLC, based in Windsor, CT. Timothy has been in the industry since 1981 and has a strong track record of success. Timothy is committed to providing his clients with personalized financial advice and services that meet their unique needs. Timothy has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Timothy 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.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
02/12/2024 - Present
Fiducient Advisors LLC (CHICAGO IL)
FL
02/09/2018 - 08/21/2023
ENCLAVE CAPITAL LLC (BOCA RATON FL)
NY
12/01/1998 - 07/10/2003
MALVINA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
10/12/1994 - 10/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/23/1990 - 10/17/1994
SMITH BARNEY INC.
NY
07/01/1985 - 10/17/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
09/27/1988 - 08/07/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
07/21/1984 - 06/12/1985
TWENTY-FIRST SECURITIES CORPORATION
NA
06/26/1984 - 07/10/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
07/07/1983 - 06/22/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
06/08/1982 - 06/30/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/26/1981 - 07/14/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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