Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy J Moore is a financial advisor with over 40 years of experience in the financial services industry. Timothy is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative and Investment Advisor Representative in Maryland and Texas. Previously, Timothy was a Registered Representative with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Timothy holds Series 6, 7 and 66 securities licenses. Timothy provides financial advice to individuals, families, and businesses. Timothy specializes in retirement planning, college savings, and investment management. Timothy is also a deacon in the Roman Catholic Church.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
10/10/2022 - Present
Cambridge Investment Research Advisors, Inc. (Frederick MD)
MD
01/01/2004 - 12/14/2017
VOYA FINANCIAL ADVISORS, INC. (FREDERICK MD)
IA
07/17/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
08/31/1983 - 07/17/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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