Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Yurek is an investment advisor representative with Jacobi Capital Management, LLC. Timothy has been in the securities industry for over 30 years. He has a Series 7, Series 6, and Series 63 license. Previously, Timothy worked at LPL Financial LLC from March 1994 to June 2012 and Guardian Investor Services Corporation from July 1986 to February 1994. Timothy specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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
PA
05/14/2009 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
03/21/1994 - 06/19/2012
LPL FINANCIAL LLC (WILKES BARRE PA)
NY
07/08/1986 - 02/25/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
02/21/1986 - 07/08/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 05/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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