Unclaimed
Timothy Glennon is a financial advisor at Grove Point Advisors, LLC. Timothy has been in the financial services industry for 23 years, specializing in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Timothy has extensive experience working with high net worth individuals, charitable organizations and pension and profit sharing plans. He holds a Series 6, Series 7, and Series 66 license and the SIE certification. He has previously worked at Cetera Advisor Networks LLC and Tower Square Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
IL
09/03/2013 - 08/01/2016
CETERA ADVISOR NETWORKS LLC (BATAVIA IL)
IL
06/08/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (BATAVIA IL)
CT
08/07/1998 - 06/10/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 09/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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