Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bubar is a registered representative with Avantax Advisory Services, which is headquartered in Dallas, TX. Timothy Bubar is also registered as an investment advisor representative in New York. Timothy has been in the securities industry since November 30, 2014. Previously, Timothy worked for 1st Global Capital Corp. in Buffalo, NY. Timothy is a Series 7 and Series 66 licensed representative. Timothy has experience in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/31/2021 - Present
Avantax Advisory Services (DALLAS TX)
NY
12/01/2014 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BUFFALO NY)
BOTH
Issued 01/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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