Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Constantine Byers is a financial advisor with over 30 years of experience in the industry. Timothy has been registered with LPL Financial LLC since 1996. Timothy has a wide range of experience in the financial services industry, having previously worked at MonY Securities Corp., The Mutual Life Insurance Company of New York, and Penn Mutual Equity Services, Inc. Timothy is a Series 7, Series 24, and Series 63 licensed professional. Timothy is also licensed in 23 states. Timothy specializes in providing financial planning, portfolio management, and other advisory services. Timothy is committed to providing personalized financial advice 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.
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.
1
2
IL
01/03/1996 - Present
LPL Financial LLC (MCHENRY IL)
NY
02/04/1988 - 01/15/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/04/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
03/23/1983 - 02/12/1988
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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