Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gerard Militti is a financial advisor with over 25 years of experience in the industry. Timothy is currently registered with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. He has a broad range of experience in financial planning and investment management and specializes in working with individuals, families, and businesses. Prior to joining Osaic Wealth, Inc., Timothy held positions at Securities America, Inc., Primevest Financial Services, Inc., Allmerica Investments, Inc., and Invest Financial Corporation.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (VALLEY NE)
NE
01/11/2007 - 06/14/2024
SECURITIES AMERICA, INC. (VALLEY NE)
NE
08/21/2000 - 01/26/2007
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
MA
08/25/1998 - 07/10/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
WI
11/06/1996 - 08/06/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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