Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Carr is a financial advisor who has been in the industry since 2013. He works for Pinnacle Investments, LLC, where he is registered to provide financial advice in several states. Timothy specializes in providing financial planning and investment advice to individuals, corporations, and high-net-worth clients. He is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Timothy has a Certified Financial Planner designation. Timothy Carr provides financial advice from his offices in Auburn and East Syracuse, New York.
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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
04/12/2018 - Present
Pinnacle Investments, LLC (AUBURN NY)
BOTH
Issued 04/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Carr is the right advisor for you? Invested Better is here to help.
