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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dorazio is an investment advisor representative for Independence Square Holdings, LLC. Timothy has been in the industry since May 28, 2017 and has previous experience with KEY Investment Services LLC, PNC Investments, and Scottrade, Inc. Timothy holds both Series 63 and 65 licenses as well as Series 7 and SIE licenses. Timothy specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Timothy has a diverse background that includes experience with the United States Hockey League, as well as administrative support for Independence Square 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage 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.
Referral fees
1
2
PA
08/24/2023 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
08/10/2017 - 02/23/2021
KEY INVESTMENT SERVICES LLC (Spring House PA)
PA
09/13/2016 - 05/02/2017
PNC INVESTMENTS (AMBLER PA)
PA
04/05/2016 - 08/17/2016
SCOTTRADE, INC. (WAYNE PA)
IA
Issued 08/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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