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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edmond is a financial professional with over 30 years of experience in the industry. Timothy is a Registered Representative with Bolton Securities Corp., which is based in Bolton, MA. Timothy has a strong background in both investment advisory and brokerage-based services. Timothy is also a registered Investment Advisor Representative for Bolton Global Asset Management, doing business under Dow Wealth Management, LLC. Timothy has a deep understanding of the financial markets and a commitment to providing clients with personalized financial solutions. Timothy is known for his expertise in financial planning, portfolio management, and pension consulting. Timothy holds the Series 6, Series 7, Series 63, and Series 65 licenses. Timothy is also a Chartered Financial Consultant.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
03/04/2014 - Present
Bolton Securities Corp. (BOLTON MA)
CT
08/02/1993 - 02/19/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LITCHFIELD CT)
WI
07/09/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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