Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy MacDougall is an investment advisor representative currently registered with Fidelity Personal AND Workplace Advisors. Timothy has over 10 years of experience in the financial services industry. Timothy has passed the Series 7, Series 10, Series 24, Series 63, and Series 66 exams. Timothy is registered in Massachusetts, New Hampshire, South Carolina, Texas, and Utah. Timothy has previously been registered with Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Timothy specializes in providing financial planning, portfolio management for individuals and businesses, 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.
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.
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2
SC
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (HILTON HEAD ISLAND SC)
CT
01/26/2022 - 07/07/2022
CHARLES SCHWAB & CO., INC. (Stamford CT)
CT
03/06/2014 - 07/07/2022
TD AMERITRADE, INC. (STAMFORD CT)
NH
10/29/2012 - 03/07/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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