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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gerard Valik is an Investment Advisor Representative associated with Capital Markets IQ, LLC. Timothy has been in the industry for over 11 years. Timothy is licensed as an Investment Advisor Representative in New Jersey. Timothy obtained their Series 65 license on June 28, 2021. Timothy's current employment at Capital Markets IQ, LLC began in May 2021 and is based in Arlington, TX. Timothy has previous experience as a Math Teacher at Passaic County Vocational High School in Wayne, NJ. Timothy is associated with other businesses including Passaic County Vocational High School.
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.
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.
Business consulting
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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TX
08/10/2021 - Present
Capital Markets IQ, LLC (ARLINGTON TX)
IA
Issued 06/28/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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