Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bottomly is a financial advisor with over 15 years of experience in the industry. Timothy is currently registered with Morningstar Investment Services LLC and has been with the firm since 2022. Before joining Morningstar Investment Services LLC, Timothy worked at firms such as Simon Markets LLC, Brinker Capital Securities, LLC, and BlackRock Investments, LLC. Timothy is licensed in Illinois and Massachusetts.
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.
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.
Aua
1
2
IL
05/29/2024 - Present
Morningstar Investment Services LLC (CHICAGO IL)
PA
11/18/2021 - 09/01/2022
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
NY
07/27/2021 - 11/04/2021
SIMON MARKETS LLC (NEW YORK NY)
MA
11/19/2019 - 12/01/2020
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
CO
10/05/2017 - 11/20/2019
ALPS DISTRIBUTORS, INC. (DENVER CO)
MA
01/09/2006 - 05/25/2012
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 09/07/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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