Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Holly is a financial advisor with Osaic Wealth, Inc. He has been in the financial services industry since 1984 and has a broad range of experience, including experience with securities America, Inc. and Invest Financial Corporation. Timothy Holly is registered with the state of Arizona and Texas as a broker and an investment advisor. His areas of expertise include financial planning, pension consulting, and portfolio management.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
AZ
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
12/05/2003 - 12/05/2017
INVEST FINANCIAL CORPORATION (PHOENIX AZ)
MA
11/29/1984 - 12/08/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/09/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/24/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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