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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Flatley is a financial advisor with over 40 years of experience in the industry. He has a broad range of experience having worked with several firms over the years, including Cambridge Investment Research, Inc. and Walnut Street Securities, Inc. Currently, Timothy is affiliated with Sterling Investment Advisors Ltd. and is registered as an Investment Advisor Representative in Pennsylvania, New Jersey, and Florida. He is also a Chartered Financial Consultant and has a strong understanding of financial planning and investment management. Timothy offers financial planning services and manages portfolios for individual and institutional clients. He is a member of several industry organizations, including the Financial Planning Association.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
05/31/2006 - Present
Sterling Investment Advisors Ltd. (BERWYN PA)
PA
02/01/2008 - 04/27/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
09/05/1991 - 02/05/2008
WALNUT STREET SECURITIES, INC. (BERWYN PA)
MA
10/31/1996 - 04/25/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
11/19/1989 - 11/21/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/30/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/23/1983 - 12/03/1987
JANNEY MONTGOMERY SCOTT INC.
IA
Issued 08/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/21/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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