Unclaimed
Timothy McGuire is a financial advisor with Wealthcare Advisory Partners LLC. Timothy McGuire has been in the financial industry for over 30 years and specializes in portfolio management for both individuals and businesses, as well as financial planning and pension consulting. Previously, Timothy McGuire was registered with Hackett Associates, Inc. and Lincoln Financial Advisors Corporation. He holds Series 6, 7 and 63 licenses and is also a Certified Financial Planner. Timothy McGuire has a long and successful career in the financial services industry, providing advice and guidance to clients on their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/13/2024 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
01/15/1997 - 08/16/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
IN
03/21/1994 - 12/12/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/21/1994 - 12/12/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
12/23/1991 - 01/07/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
PA
03/14/1990 - 12/31/1991
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
GA
05/26/1983 - 03/14/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 06/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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