Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vanech is a registered investment advisor representative with Shorepoint Capital Partners LLC. Timothy has been in the industry since 1995 and has a diverse background in financial services. Timothy is also a registered investment advisor in Massachusetts and has worked for several other firms including PURSHE KAPLAN STERLING INVESTMENTS, SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., MORGAN STANLEY DW INC., and COWEN & CO.. Timothy has a wide range of experience in investment management, financial planning, and insurance. Timothy is committed to providing his clients with personalized financial advice and guidance. Timothy holds Series 7, 24, 31, 53 and 63 licenses and is dedicated to providing his clients with the highest level of service.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
11/23/2009 - Present
Shorepoint Capital Partners LLC (NORWOOD MA)
MA
01/07/2010 - 09/30/2013
PURSHE KAPLAN STERLING INVESTMENTS (STOUGHTON MA)
MA
10/31/2005 - 01/07/2010
SAGEPOINT FINANCIAL, INC. (STOUGHTON MA)
AZ
05/22/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
06/28/2000 - 05/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/16/1995 - 07/01/1998
COWEN & CO. (NEW YORK NY)
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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