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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 Ellis is a financial advisor with Girard Advisory Services, LLC, a Registered Investment Advisor based in King of Prussia, Pennsylvania. Timothy's professional experience includes roles at Janney Montgomery Scott, LLC, The Vanguard Group, Inc., Infinia Search, and Deloitte LLP. Timothy holds Series 7, 66, and 24 securities licenses and is registered to provide investment advice in Pennsylvania. Timothy has provided investment advice to a variety of clients, including individuals, families, charitable organizations, corporations, and pension and profit-sharing plans. Timothy's primary focus is on providing financial planning, portfolio management, and investment advisory 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.
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
PA
07/25/2022 - Present
Girard Advisory Services, LLC (King of Prussia PA)
PA
10/23/2020 - 07/19/2022
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 12/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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