Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Haas is a financial advisor with over 10 years of experience in the financial services industry. Timothy is currently registered with Prosperity Capital Advisors in Westlake, Ohio. Timothy is a Certified Financial Planner™ professional and holds FINRA Series 6, 7, 63, and 65 licenses. Timothy has previously been registered with LPL Financial LLC, Equity Services, Inc., National Planning Corporation, Brooklight Place Securities, Inc. and Allstate Financial Services, LLC. Timothy's areas of expertise include financial planning, retirement planning, college savings, investment management, and insurance.
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.
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.
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2
OH
03/20/2023 - Present
Prosperity Capital Advisors (WESTLAKE OH)
CT
04/02/2018 - 07/23/2019
LPL FINANCIAL LLC (DANBURY CT)
CT
05/07/2013 - 04/06/2018
EQUITY SERVICES, INC. (SANDY HOOK CT)
CT
02/14/2017 - 02/15/2017
NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)
CT
05/18/2011 - 04/08/2013
BROOKLIGHT PLACE SECURITIES, INC. (SANDY HOOK CT)
CT
06/18/2004 - 03/31/2011
ALLSTATE FINANCIAL SERVICES, LLC (NEW FAIRFIELD CT)
IA
Issued 05/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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