Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy David Rosson is a financial professional with Navy Federal Investment Services, LLC located in Vienna, VA. Timothy has been in the financial industry since December 10, 2019. Timothy holds the Series 27, SIE, and Series 99TO licenses. Timothy's firm, Navy Federal Investment Services, LLC offers a variety of financial services to individuals and businesses, including financial planning, educational seminars, and portfolio management. The firm manages over $1 billion in assets.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
12/11/2019 - Present
Navy Federal Investment Services, LLC (Vienna VA)
BC
Issued 12/11/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Timothy Rosson is the right advisor for you? Invested Better is here to help.
