Unclaimed
Timothy Weber has been in the industry since April 1991. Timothy is a registered representative of Equity Services, Inc. Timothy has previously worked with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Timothy holds the Series 6, SIE, and Series 63 licenses. Timothy is registered in California, Connecticut, Louisiana, Massachusetts, New Jersey, and New York as a Broker and an Investment Advisor Representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/17/2022 - Present
Equity Services, Inc. (WHITE PLAINS NY)
NY
01/07/2011 - 02/07/2022
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
CT
04/15/1991 - 01/03/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILTON CT)
WI
02/15/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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