Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jon Finkelston is an investment advisor representative at LPL Financial LLC and NewEdge Advisors, with over 25 years of experience in the financial services industry. Timothy is licensed to practice law in both Pennsylvania and Maryland. He offers a wide range of financial services to individuals, businesses, and institutions. Timothy also provides investment advice through his independent investment advisor firm, NewEdge 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.
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
MD
05/02/2011 - Present
LPL Financial LLC (COLUMBIA MD)
MD
07/26/2001 - 05/12/2011
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLUMBIA MD)
IN
10/26/1998 - 08/02/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IA
Issued 01/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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