Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Spitz is a securities professional with over 15 years of experience in the financial services industry. Timothy Spitz is currently registered with Invesco Distributors, Inc. in Rochester, New York, and is licensed to provide investment advice in all 50 states. Prior to joining Invesco, Timothy Spitz was employed by OppenheimerFunds Distributor, Inc. and A. G. Edwards & Sons, Inc. Timothy Spitz holds the Series 7, Series 24, Series 63 and SIE licenses.
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.
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.
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2
NY
05/25/2019 - Present
Invesco Distributors, Inc. (ROCHESTER NY)
NY
04/30/2008 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (ROCHESTER NY)
MO
10/03/2000 - 09/15/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 10/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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