Unclaimed
Timothy Notaro is a financial advisor with LPL Financial LLC. Timothy has been in the financial services industry since 1985. Timothy is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Timothy holds the Series 63, Series 65, Series 7 and the SIE licenses. Timothy has experience with several financial firms including Northern Trust Securities, Inc. and Dean Witter Reynolds Inc. Timothy has an active branch office in LIBERTYVILLE, IL.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2025 - Present
LPL Financial LLC (LIBERTYVILLE IL)
IL
10/24/2000 - 03/25/2004
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
01/07/1993 - 03/22/2004
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
WI
12/11/1993 - 10/03/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
12/12/1989 - 01/07/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/15/1989 - 12/20/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
05/01/1985 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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