Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Pitney is a financial advisor associated with TIAA-CREF Individual & Institutional Services, LLC. Timothy has been in the financial services industry since February 18, 2007 and has been registered with TIAA-CREF Individual & Institutional Services, LLC since October 11, 2016. Timothy has a wide range of experience in the financial services industry, having worked at various firms over the years. Timothy provides a range of services, including financial planning, selection of other advisors, and portfolio management for individuals. Timothy is registered to provide services in 51 states and has a strong track record of providing financial advice to clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MA
10/11/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
MA
07/01/2013 - 10/07/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
05/29/2008 - 05/10/2013
NFP SECURITIES, INC. (NEWTON MA)
MA
08/02/2006 - 06/26/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
NA
01/27/1992 - 08/03/1992
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/27/1992 - 08/03/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 04/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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