Unclaimed
Timothy Boys is a financial advisor with over 40 years of experience. Timothy has worked with Principal Securities, Inc. since 2001. Timothy has also worked with a variety of other firms including Signator Investors, Inc., John Hancock Mutual Life Insurance Company, Washington Square Securities, Inc., and John Hancock Distributors, Inc.. Timothy is registered with the state of Minnesota and has a Series 6, Series 22, Series 63, and Series 65 licenses. Timothy is a co-owner of Boys/Tyler Financial Group Inc., where Timothy works in the insurance industry.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
06/16/2021 - Present
Principal Securities, Inc. (EDEN PRAIRIE MN)
MA
07/21/1994 - 11/21/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/21/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
03/12/1990 - 08/12/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
10/20/1981 - 03/09/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/20/1981 - 01/05/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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