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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 Moreland is a financial advisor who is registered with LPL Financial LLC. Timothy Moreland is active in the financial services industry since September 2, 2015. Timothy Moreland has passed the Series 7, Series 63, and Series 65 examinations. He is currently registered as an investment advisor representative in Pennsylvania. Timothy Moreland has previously been registered with Nationwide Securities, Inc., FSC Securities Corporation, and UBS PaineWebber Inc.. Timothy Moreland is a financial advisor with a strong background in investment and financial planning. Timothy Moreland has the knowledge and experience to help clients achieve 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
03/06/2023 - Present
LPL Financial LLC (ERIE PA)
PA
08/14/2006 - 03/14/2008
NATIONWIDE SECURITIES, INC. (MEADVILLE PA)
GA
01/14/2003 - 08/26/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
04/02/1998 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/02/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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