Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy June is a financial advisor with over 30 years of experience in the industry. Timothy is registered with Newbridge Financial Services Group, Inc. in Pennsylvania. Timothy is licensed to provide financial advice in Florida, Connecticut, Massachusetts, Iowa, New York, North Carolina, Pennsylvania, and South Carolina. He is also licensed to provide investment advisory services in Pennsylvania. Timothy holds Series 6, 7, 31, and 63 licenses, as well as the SIE exam. His previous experience includes working for Janney Montgomery Scott LLC, A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., and Pruco Securities Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
FL
05/18/2015 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
PA
07/03/2003 - 05/31/2011
JANNEY MONTGOMERY SCOTT LLC (HAZLETON PA)
MO
12/19/1997 - 07/15/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/06/1993 - 01/12/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
11/06/1985 - 10/08/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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