Unclaimed
Timothy Cunningham is an investment advisor representative registered with Equitable Advisors, LLC and has been in the industry since April 29, 1984. Timothy has a strong background in financial planning and portfolio management for individuals and businesses. Timothy is dedicated to helping clients achieve their financial goals. Timothy is registered in Florida, Nevada, North Carolina, South Carolina, Virginia and Washington.
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.
A percentage of the total value of assets under management is charged.
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2
SC
01/15/2021 - Present
Equitable Advisors, LLC (FLORENCE SC)
NY
04/30/1984 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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