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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 Ferko is a financial advisor with over 25 years of experience. Timothy is a Certified Financial Planner and Chartered Financial Consultant. Timothy has previously worked at Allstate Financial Services, LLC and Vanguard Marketing Corporation. Currently, Timothy is a registered Investment Advisor Representative for Wescott Financial Advisory Group LLC. Timothy provides asset allocation, family office solution services, financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.
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.
Asset allocation, family office solution services
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
01/13/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
PA
09/17/2007 - 03/15/2021
ALLSTATE FINANCIAL SERVICES, LLC (Shillington PA)
PA
10/18/1995 - 09/26/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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