Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dodge is a registered representative of Fidelity Personal and Workplace Advisors. Timothy has been in the financial services industry since 2000 and has experience with TD Ameritrade and Scottrade. Timothy is currently registered with the states of New Hampshire and Texas and has a Series 7, Series 10, Series 9, Series 63 and Series 66 license.
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
MA
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (BURLINGTON MA)
NH
03/29/2018 - 05/27/2020
TD AMERITRADE, INC. (MANCHESTER NH)
NH
11/18/2016 - 03/07/2018
SCOTTRADE, INC. (MANCHESTER NH)
NH
06/18/2009 - 11/01/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
05/10/2000 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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