Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dean Frenz is a financial advisor at Janney Montgomery Scott LLC. Timothy has been in the financial services industry since 1993 and holds a Series 7, Series 50, Series 54, and Series 63 license. Timothy is also a Registered Representative with FINRA. Timothy provides financial planning and portfolio management services to individuals, businesses, and pension plans.
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.
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.
Fee plus commission
1
2
PA
07/26/2006 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
07/30/1993 - 02/22/2006
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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