Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Trostle is a registered representative with Finalis Securities LLC in New York, New York. Timothy has been in the industry since October 21, 2013. Previously, Timothy worked at FORVIS CAPITAL ADVISORS, LLC, QUARTON SECURITIES, L.P., and CITY SECURITIES CORPORATION. Timothy holds the Series 63, Series 79, and SIE licenses.
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.
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.
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NY
04/03/2024 - Present
Finalis Securities LLC (New York NY)
IN
12/20/2018 - 06/08/2023
FORVIS CAPITAL ADVISORS, LLC (Indianapolis IN)
MI
12/21/2016 - 12/20/2018
QUARTON SECURITIES, L.P. (BIRMINGHAM MI)
IN
12/06/2012 - 11/30/2016
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
BC
Issued 02/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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