Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Fitzgerald is a financial advisor with LPL Financial LLC, registered with both FINRA and the SEC. Timothy has been in the financial industry since 1986 and has held previous roles with Sagepoint Financial, Inc., Commonwealth Financial Network, MML Investors Services, Inc., Hornor, Townsend & Kent, Inc., Monarch Securities, Inc., and Transamerica Financial Resources, Inc. Timothy specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/08/2020 - Present
LPL Financial LLC (SHERMAN OAKS CA)
CA
08/02/2012 - 06/11/2020
SAGEPOINT FINANCIAL, INC. (SHERMAN OAKS CA)
CA
04/25/2006 - 08/03/2012
COMMONWEALTH FINANCIAL NETWORK (SHERMAN OAKS CA)
CA
08/02/2004 - 05/04/2006
MML INVESTORS SERVICES, INC. (SHERMAN OAK CA)
PA
01/28/1992 - 08/05/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
08/21/1990 - 01/28/1992
MONARCH SECURITIES, INC.
CA
12/19/1986 - 08/16/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 11/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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