Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Francis Porter is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Timothy has over 20 years of experience in the financial industry, and has held positions at several firms including NYLIFE Distributors LLC, NYLIFE Securities Inc., Liberty Funds Distributor, Inc., Keyport Financial Services Corp., and The Stuart-James Company, Incorporated. Timothy holds Series 6, 7, 24, and 63 licenses. Timothy is a registered representative with Fidelity in Maine and New Hampshire.
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.
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
ME
10/23/2024 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND ME)
NH
08/08/2000 - 10/02/2023
NYLIFE DISTRIBUTORS LLC (GREENLAND NH)
NY
08/08/2000 - 04/04/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
07/15/1999 - 02/28/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/26/1994 - 07/15/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
CO
10/25/1989 - 01/31/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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