Unclaimed
Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors. Timothy has been working in the financial services industry since 2003. Timothy's primary focus is to provide portfolio management for individuals and to provide financial planning. Timothy's career includes working at MML INVESTORS SERVICES, LLC, MML DISTRIBUTORS, LLC, PRINCOR FINANCIAL SERVICES CORPORATION, and LPL FINANCIAL LLC. Timothy holds the following licenses: Series 7, 6, 63, 65 and 66.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mjp online advisor service
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
CT
03/18/2021 - Present
MJP Wealth Advisors (FARMINGTON CT)
CT
09/11/2017 - 03/03/2021
LPL FINANCIAL LLC (NEW HAVEN CT)
CT
05/01/2014 - 04/04/2016
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
12/11/2006 - 05/01/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
MA
04/02/2003 - 10/13/2006
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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