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 Harley has been in the financial services industry since May 1993. Timothy is currently registered with Osaic Wealth, Inc. and is located in Jericho, NY. Timothy has been with Osaic Wealth, Inc. since May 2022. Prior to that, Timothy was registered with American Portfolios Financial Services, Inc. from February 2016 to September 2022. Timothy is a Registered Representative and Investment Advisor Representative with the firm and is licensed to sell securities in a variety of states. Timothy has experience in providing financial planning and portfolio management services for individuals and businesses. Timothy also provides pension consulting and educational seminars. Timothy is committed to providing his 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.
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.
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.
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2
NY
09/09/2022 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
02/01/2016 - 09/09/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Bellmore NY)
NY
07/20/2005 - 02/09/2016
INVEST FINANCIAL CORPORATION (EAST MEADOW NY)
NY
07/10/1997 - 07/20/2005
21ST CENTURY FINANCIAL SERVICES, INC. (EAST MEADOW NY)
TX
08/16/1995 - 07/24/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
01/27/1995 - 07/25/1995
WESTCO INVESTMENT CORP. (LYNBROOK NY)
TX
04/13/1993 - 01/23/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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