Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Flaherty is a financial advisor with over 10 years of experience in the industry. Timothy currently works with PMA Asset Management, LLC, a firm that manages over $26.9 Billion in assets. The firm specializes in providing portfolio management services to individuals, businesses, and pooled investment vehicles. Timothy is registered in Illinois as a Registered Representative and Investment Advisor Representative, and holds the Series 7, Series 50, and Series 66 licenses. Timothy’s expertise spans across several areas, including portfolio management, investment selection, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
05/29/2019 - Present
PMA Asset Management, LLC (Naperville IL)
BOTH
Issued 09/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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