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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 Plush is a financial advisor at Fidelity Personal And Workplace Advisors. Timothy has been working in the financial services industry since 2007 and has a wide range of experience, including working at TD Ameritrade, Inc., T. Rowe Price Investment Services, Inc., and Human Security, Inc. Timothy is a registered representative in 11 states including Virginia, Texas, Colorado, Delaware, District of Columbia, Maryland, Massachusetts, Utah, and West Virginia, and he holds a Series 6, 7, 10, 24, 51, 63, 66, and SIE licenses. Timothy's experience and qualifications make him a valuable asset to Fidelity Personal And Workplace Advisors and their clients.
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.
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.
1
2
VA
11/28/2022 - Present
Fidelity Personal AND Workplace Advisors (RESTON VA)
VA
09/06/2016 - 01/11/2021
TD AMERITRADE, INC. (RESTON VA)
VA
07/01/2005 - 08/22/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (MCLEAN VA)
BOTH
Issued 1/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/5/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2005
Series 7 - General Securities Representative Examination
BC
Issued 6/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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