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Timothy Joseph ferns Zepf

Bellmark Partners, LLC

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About Timothy Joseph ferns Zepf

Timothy Zepf is a financial professional registered in Massachusetts. Timothy holds Series 63, Series 79TO and SIE licenses and is currently affiliated with Bellmark Partners, LLC. Timothy has been in the industry since December 2022 and is active in the state of Massachusetts.

Firm Information

Timothy Zepf is currently registered with Bellmark Partners, LLC. Bellmark Partners, LLC is a Limited Liability Company formed in Massachusetts on March 17, 2009. The firm is registered in Massachusetts and Ohio and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Timothy Zepf’s Registration & Firm History

MA

12/16/2022 - Present

Bellmark Partners, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 02/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Joseph ferns Zepf.
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