Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stowell is an investment advisor representative registered with Commonwealth Financial Network. Timothy has been in the industry for over six years and holds Series 7 and 66 licenses. Timothy is also licensed in Connecticut and is currently registered as an investment advisor representative in Connecticut, Florida, Georgia, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, Tennessee, and Washington. In addition to being an advisor, Timothy also has experience working as an insurance agent. Timothy works with a wide variety of clients, including individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing 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.
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2
CT
04/01/2019 - Present
Commonwealth Financial Network (Middletown CT)
CT
08/18/2017 - 03/11/2019
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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