Unclaimed
Timothy Tindall is an investment advisor representative at Alesco Advisors LLC. Timothy has been in the industry since April 2005. He is registered with the state of New York and holds the Series 65 license. The firm specializes in financial planning services for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. The firm manages over $4 billion in assets and provides a range of advisory services, including financial planning, portfolio management, educational seminars, and the selection of other advisors. Timothy's experience and expertise can help clients achieve their financial goals.
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.
Financial planning services
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2
NY
10/19/2021 - Present
Alesco Advisors LLC (PITTSFORD NY)
IA
Issued 10/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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