Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Legamaro is a financial advisor registered with LPL Financial LLC. Timothy has been in the financial industry since June 1994. Timothy is licensed to provide securities advice in 27 states and has passed numerous FINRA and state examinations including the Series 7, Series 6, Series 63, Series 52, Series 24, Series 53 and the SIE exam. Timothy has worked with a number of financial institutions during his career including Invest Financial Corporation and PFIC Securities Corporation. Timothy specializes in financial planning, portfolio management for individuals and businesses, consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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TX
02/14/2018 - Present
LPL Financial LLC (CORPUS CHRISTI TX)
TX
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (CORPUS CHRISTI TX)
TX
08/17/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (CORPUS CHRISTI TX)
TX
01/02/1997 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
06/14/1994 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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