Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dunneback is an active investment advisor representative at Equity Services, Inc. Timothy has been in the industry for almost 20 years and has experience with multiple firms including MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Timothy has a range of certifications including Certified Financial Planner, Series 6, 7, 24, 52, 53, and 66. Timothy is registered in 20 states and is active in both the broker-dealer and investment advisor capacity. Timothy specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
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2
IL
09/09/2016 - Present
Equity Services, Inc. (CHICAGO IL)
IL
08/13/2004 - 09/01/2016
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
08/13/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/01/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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