Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brisson is a financial advisor at LPL Financial LLC, and Northeast Planning Associates, Inc.. Timothy has been in the financial services industry since 1989 and holds a Series 6, Series 7, Series 63 and Series 65 license. He is a Chartered Financial Consultant. Timothy is registered to provide financial advice in 23 states including Arizona, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, New Hampshire, New Mexico, New York, North Carolina, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wyoming. Timothy provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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2
VT
07/25/2007 - Present
LPL Financial LLC (BURLINGTON VT)
VT
11/12/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (MILTON VT)
MA
06/28/1989 - 11/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
03/09/1989 - 05/04/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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