Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bandi is a financial advisor who has been in the industry since 1981. Timothy is currently registered with Lincoln Investment and Capital Analysts. Timothy has held previous positions at LPL Financial, Countrywide Investment Services, TD Ameritrade, Lincoln Financial Advisors, and The Lincoln National Life Insurance Company. Timothy is licensed to provide financial advice in Florida and Pennsylvania.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/17/2012 - Present
Lincoln Investment (Wexford PA)
PA
01/06/2009 - 01/12/2012
LPL FINANCIAL LLC (MONROEVILLE PA)
PA
10/23/2006 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (UPPER ST. CLAIR PA)
PA
10/13/2005 - 10/20/2006
TD AMERITRADE, INC. (PITTSBURGH PA)
IN
03/15/2005 - 10/11/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/15/2005 - 10/11/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
RI
06/30/2003 - 01/18/2005
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NJ
12/12/1990 - 05/30/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
11/20/1989 - 03/25/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/28/1988 - 11/18/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
01/12/1988 - 11/17/1988
FOCUS SECURITIES, INC.
NA
10/30/1984 - 02/02/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/21/1981 - 10/11/1984
FIRST INVESTORS CORPORATION
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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