Unclaimed
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.
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.
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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2
MA
12/16/2022 - Present
Bellmark Partners, LLC (BOSTON MA)
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
Active
Inactive
F
FINRA
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