Unclaimed
Timothy James Weir is a financial advisor with Vanguard Advisers, Inc. Timothy Weir is a Certified Financial Planner and has been in the financial services industry since May 2021. Timothy Weir is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Timothy Weir has a Series 63, Series 7TO and SIE.
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.
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
05/03/2024 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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