Unclaimed
Timothy John Dunn is a financial advisor with Empower Advisory Group, LLC. Timothy has been in the financial services industry since October 2016. Timothy has Series 6, 7, 63, and 66 licenses and is registered in Massachusetts. Timothy specializes in financial planning and portfolio management. Timothy has over 18 years of experience in the financial services industry. Timothy is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
10/19/2020 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 10/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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