Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mol is an investment advisor with over 18 years of experience in the financial services industry. Timothy has a background in wealth management, financial planning, and investment consulting. Timothy is registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Previously, Timothy was registered with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE. Timothy is also a Certified Financial Planner. Timothy's areas of expertise include investment management, retirement planning, college savings planning, and estate planning.
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
NJ
04/18/2023 - Present
LPL Financial LLC (BASKING RIDGE NJ)
NJ
10/06/2017 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTWOOD NJ)
NJ
01/31/2011 - 10/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
02/23/2005 - 01/25/2011
WELLS FARGO ADVISORS, LLC (AIRMONT NY)
BOTH
Issued 05/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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