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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy David Palmer is a financial advisor registered with Fidelity Personal And Workplace Advisors, a firm with $1 billion - $10 billion in regulatory assets under management. Timothy David Palmer offers financial planning, educational seminars, and selection of other advisors services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Timothy David Palmer is also licensed to advise in Connecticut and Texas.
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
CT
09/08/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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