Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Urban is an Investment Advisor Representative at Park Avenue Securities LLC. Timothy has been in the industry for over 10 years. Timothy is licensed in 22 states. Timothy holds Series 66, Series 7 and SIE licenses. Timothy has experience providing financial planning, educational seminars, and portfolio management services. Timothy also has experience working with high net worth individuals, pension plans and charitable organizations.
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.
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.
1
2
IL
11/12/2014 - Present
Park Avenue Securities LLC (CRYSTAL LAKE IL)
BOTH
Issued 10/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Urban is the right advisor for you? Invested Better is here to help.
