Unclaimed
Timothy Gardner is a financial advisor with over 20 years of experience. He is currently registered with Cambridge Investment Research Advisors, Inc. in Vineland, NJ. Timothy has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Timothy also has experience working with a wide range of financial products and services, including financial planning, portfolio management, pension consulting, educational seminars, market timing services, and selection of other advisors. Prior to joining Cambridge, Timothy worked at Prudential Securities Incorporated. Timothy is licensed to provide financial advice in multiple states, including California, Florida, Indiana, Maryland, New Jersey, Pennsylvania, and Virginia.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NJ
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (Vineland NJ)
NY
01/15/1999 - 11/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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