Unclaimed
Timothy David Gay is a financial advisor registered with LPL Financial LLC in Lancaster, Pennsylvania. Timothy has been in the financial services industry since October 1990 and holds a Series 7, 24, 53, 63, and 65 license. Prior to joining LPL Financial LLC, Timothy worked at National Planning Corporation and Pruco Securities Corporation. Timothy's other business includes Christian D. Landis Agency and Self-Fixed Annuities Marketing.
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
PA
11/29/2017 - Present
LPL Financial LLC (LANCASTER PA)
PA
03/08/1993 - 11/29/2017
NATIONAL PLANNING CORPORATION (LANCASTER PA)
NJ
10/15/1990 - 02/27/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/15/1990 - 02/27/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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