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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 Edward Hole is a financial advisor who is registered with Baker Tilly Wealth Management, LLC. Timothy is located in Tewksbury, MA and has been in the industry since 2015. Timothy holds a Series 7, Series 66 and SIE licenses. Timothy has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, state and municipal government entities, and charitable organizations. Timothy provides financial planning, investment consulting, and portfolio management services.
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.
Investment consulting
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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MA
01/03/2022 - Present
Baker Tilly Wealth Management, LLC (Tewksbury MA)
MA
03/26/2015 - 02/28/2017
MORGAN STANLEY (BOSTON MA)
BOTH
Issued 04/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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