Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bonisteel is a financial professional with over 20 years of experience in the financial services industry. Timothy currently holds licenses through Osaic FA, Inc. and Osaic FS, Inc. and is registered in New Hampshire. Timothy is a Series 7, 24, 4, 53 and 63 licensed professional, also holding the SIE exam. Timothy specializes in providing financial advice to individuals, corporations, and charitable organizations. Timothy provides a range of services including financial planning, portfolio management, retirement plan consulting, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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
CT
01/21/2009 - Present
Osaic FA, Inc. (HARTFORD CT)
NH
10/07/2005 - 07/25/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
BC
Issued 11/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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