Unclaimed
Timothy Arata is a registered representative with PFS Investments Inc., a firm that manages $8,461,983,895 in assets for over 59,808 clients. Timothy has been in the securities industry since May 1989. Timothy is registered in Florida, Indiana, Michigan and Texas. Timothy has passed the Series 6, Series 26, Series 63 and SIE examinations. Timothy specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/10/1989 - Present
PFS Investments Inc. (BRADENTON FL)
BC
Issued 05/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Arata is the right advisor for you? Invested Better is here to help.