Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Boyd is a financial professional with over 11 years of experience in the financial services industry. Timothy is currently registered with Prospera Financial Services, Inc. in Pennsylvania. Timothy has held previous registrations with State Farm VP Management Corp., Northwestern Mutual Investment Services, LLC, and W&S Brokerage Services, Inc.. Timothy has a strong background in investment advisory and brokerage services, including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Timothy is dedicated to providing personalized financial advice and guidance to help 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.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
PA
09/01/2022 - Present
Prospera Financial Services, Inc. (Harrisburg PA)
PA
04/16/2014 - 08/31/2022
STATE FARM VP MANAGEMENT CORP. (Harrisburg PA)
IL
01/06/2012 - 03/20/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OAK BROOK IL)
IL
01/12/2011 - 10/11/2011
W&S BROKERAGE SERVICES, INC. (BLOOMINGDALE IL)
IA
Issued 10/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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