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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 Kelley is an investment advisor with Commonwealth Financial Network. Timothy is a registered investment advisor in Massachusetts and holds Series 7, 9, 10, 24, 51, 65 and 66 licenses. Timothy is a seasoned professional with over two decades of experience in the financial services industry. Timothy has been affiliated with Commonwealth Financial Network since December 2008. Timothy's prior experience includes roles with Signator Investors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Timothy is a graduate of the University of Massachusetts, Amherst. Timothy's focus is on providing investment advice to individuals, corporations, and charitable organizations. Timothy provides a wide range of financial services, including financial planning, retirement planning, and portfolio management. Timothy's clients appreciate his personalized approach to financial planning and his commitment to helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
12/18/2008 - Present
Commonwealth Financial Network (BRAINTREE MA)
MA
08/22/2007 - 12/12/2008
SIGNATOR INVESTORS, INC. (WELLESLEY MA)
MA
08/21/2002 - 03/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BRAINTREE MA)
MN
08/21/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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