Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy G. McCarty is a licensed securities professional with over seven years of experience in the financial services industry. Timothy holds a Series 7 and Series 63 license and is registered with M Holdings Securities, Inc., a leading independent broker-dealer headquartered in Portland, Oregon. He is also a registered representative in Alaska, California, Connecticut, Delaware, New York, Pennsylvania, and South Dakota. Timothy previously worked with Lombard International Distribution Company and J.P. Morgan Securities LLC. Timothy's specializations include securities, investment advisory, and insurance products. He is committed to helping his clients meet their individual financial goals.
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
NY
12/13/2022 - Present
M Holdings Securities, Inc. (NEW YORK NY)
PA
07/25/2017 - 08/18/2022
LOMBARD INTERNATIONAL DISTRIBUTION COMPANY (PHILADELPHIA PA)
DE
11/18/2015 - 07/07/2017
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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