Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McGrath is a financial professional with over 29 years of experience in the industry. Timothy has been registered with the state of Wisconsin since 1994, and he holds a variety of licenses and certifications including Series 7, Series 24, Series 27, and Series 63. Timothy is currently employed by World Investment Advisors, LLC, a firm that manages over $37 billion in assets. Timothy specializes in retirement planning, investment management, and financial planning. Timothy is dedicated to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WI
10/04/2023 - Present
World Investment Advisors, LLC (Waukesha WI)
WI
01/30/2013 - 06/07/2024
OSAIC WEALTH, INC. (WAUKESHA WI)
IL
01/02/2002 - 12/02/2011
WUNDERLICH SECURITIES, INC. (CHICAGO IL)
TN
10/01/1997 - 12/31/2002
GREEN SQUARE SECURITIES, LLC (MEMPHIS TN)
IL
02/28/1997 - 10/22/1997
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
NY
04/08/1994 - 02/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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