Unclaimed
Timothy Starkey is a financial advisor who has been in the industry since 2002. Timothy is currently registered with LPL Financial LLC and Newedge Advisors. Timothy is licensed in several states including New Jersey, Texas, Florida, Georgia, Illinois, Massachusetts, Michigan, New York, Pennsylvania, South Carolina and Virginia. Timothy has a strong background in financial planning and portfolio management. Timothy is dedicated to providing his clients with personalized financial advice and guidance.
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.
1
2
NJ
07/03/2024 - Present
LPL Financial LLC (MORRISTOWN NJ)
NJ
11/06/2013 - 04/30/2019
MORGAN STANLEY (MORRISTOWN NJ)
PA
10/17/2005 - 11/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)
NY
04/10/2003 - 10/17/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/22/2002 - 04/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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