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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Newell is a financial advisor with over 30 years of experience in the industry. He is currently registered with Harvest Investment Services, LLC and Envoy Advisory Inc. Timothy provides financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, families, and businesses. Timothy Newell is a Certified Financial Planner (CFP) and has a strong commitment to providing personalized financial guidance. Timothy is also the owner of Harvest Financial Planning, LLC, and is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
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2
IL
10/04/2012 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
IL
07/14/1997 - 07/03/2018
PROEQUITIES, INC. (OAKBROOK TERRACE IL)
FL
02/20/1990 - 07/11/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
03/21/1985 - 02/20/1990
LEADERTECH SECURITIES, INC.
IA
Issued 04/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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