Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Halchuck is a financial professional with over 25 years of experience in the financial services industry. Timothy is currently an Investment Advisor Representative (IAR) and Registered Representative with Newedge Advisors, LLC, where Timothy provides financial advice to a range of clients, including individuals, high-net-worth individuals, families, corporations, and charitable organizations. In the past, Timothy has held similar roles at several other firms. Timothy holds the Series 7, Series 63, and Series 65 licenses. Timothy also holds several designations in the financial services industry. Timothy's experience and expertise in the financial services industry make Timothy a valuable resource for clients seeking to achieve their financial goals.
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.
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.
1
2
OH
11/01/2021 - Present
Newedge Advisors (YOUNGSTOWN OH)
OH
05/30/2008 - 06/30/2010
FIRST ALLIED SECURITIES, INC. (CORTLAND OH)
OH
04/03/2006 - 05/30/2008
FFP SECURITIES, INC. (CORTLAND OH)
TX
07/07/2003 - 04/03/2006
SWS FINANCIAL SERVICES (DALLAS TX)
IA
03/31/2003 - 07/18/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
TX
07/07/2003 - 07/07/2003
SOUTHWEST SECURITIES, INC. (DALLAS TX)
OH
02/11/1997 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
GA
01/15/1997 - 02/14/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/01/1996 - 12/12/1996
BUCKHEAD FINANCIAL CORPORATION
IA
Issued 02/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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