Unclaimed
Timothy Zimcosky is a financial advisor currently registered with Arkadios Wealth Advisors. Timothy has been in the financial services industry since December 23, 1979. Timothy is a Certified Financial Planner and specializes in retirement planning, estate planning and insurance. Timothy holds Series 7, Series 24, Series 63, Series 66, and Series 22TO securities licenses.
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.
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.
1
2
MI
08/17/2022 - Present
Arkadios Wealth Advisors (Livonia MI)
MI
03/23/2009 - 09/30/2022
KALOS CAPITAL, INC. (LIVONIA MI)
MI
05/30/1997 - 03/31/2009
LPL FINANCIAL CORPORATION (TROY MI)
OH
07/14/1992 - 06/10/1997
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
01/17/1982 - 07/16/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/26/1979 - 11/18/1981
PENNYSYLVANIA SECURITIES COMPANY
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Zimcosky is the right advisor for you? Invested Better is here to help.