Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McCormack is a financial advisor currently registered with SPC. Timothy has been in the financial services industry since 2001. Timothy has been associated with several firms throughout their career, including Adirondack Trading Group LLC, Regulus Advisors, LLC, American Portfolios Financial Services, Inc., Walnut Street Securities, Inc., Great American Advisors, Inc., Brecek & Young Advisors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and PFS Investments Inc. Timothy holds Series 6, 7, 63, and 66 securities licenses and the SIE. Timothy is also a registered Investment Advisor Representative in Michigan.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
11/18/2015 - Present
SPC (ANN ARBOR MI)
NY
10/13/2015 - 11/13/2015
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
MI
07/25/2014 - 09/15/2015
REGULUS ADVISORS, LLC (KENTWOOD MI)
MI
08/27/2009 - 07/28/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GROSSE POINT FARMS MI)
MI
07/28/2005 - 09/03/2009
WALNUT STREET SECURITIES, INC. (BLOOMFIELD HILLS MI)
OH
02/28/2002 - 08/02/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CA
11/12/2001 - 03/05/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
MA
03/13/2001 - 11/08/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/13/2001 - 11/08/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
02/07/2001 - 02/21/2001
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy McCormack is the right advisor for you? Invested Better is here to help.
