Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McKenna jr is a financial advisor with over 15 years of experience in the industry. He is currently registered as a Registered Representative with Private Advisor Group, LLC, a firm based in Morristown, New Jersey. Timothy McKenna jr has extensive experience in the financial services industry, having worked at several firms before joining Private Advisor Group, LLC. He is a dedicated professional who is committed to providing his clients with personalized financial advice. He specializes in financial planning, portfolio management, and pension consulting. He is registered to provide investment advice in 23 states.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
IN
07/22/2024 - Present
Private Advisor Group, LLC (Schererville IN)
IN
12/01/2011 - 01/17/2013
LPL FINANCIAL LLC (SHERERVILLE IN)
IN
09/17/2009 - 12/02/2011
PROEQUITIES, INC. (SCHERERVILLE IN)
BOTH
Issued 03/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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