Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Grimes is an investment advisor representative, registered with Grimes & Company, Inc. Timothy has been working in the financial services industry since 1984. Grimes & Company, Inc. is an investment advisor, registered with the Securities and Exchange Commission (SEC). The firm has a long history of serving high net worth individuals, corporations, and institutions. Grimes & Company, Inc. provides a variety of services, including financial planning, portfolio management, and selection of other advisors. Timothy has a variety of investment-related designations and has passed several exams to demonstrate their expertise in the financial services industry.
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.
A percentage of the total value of assets under management is charged.
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2
MA
04/23/1997 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
MA
02/15/2000 - 09/18/2009
SECURITIES SERVICE NETWORK, INC. (WESTBOROUGH MA)
SC
12/16/1989 - 02/11/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/01/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
04/19/1985 - 02/13/1989
COMMONWEALTH EQUITY SERVICES, INC.
NA
12/24/1984 - 04/30/1985
NEL EQUITY SERVICES CORPORATION
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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