Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Joseph Pierotti is a registered representative at World Equity Group, Inc. located in Bozeman, MT. Timothy has been in the industry since November 19, 2007 and has worked at several firms previously, including BMO Capital Markets Corp., Deutsche Bank Securities Inc., Inter Securities Ltd., G-2 Trading, LLC, RBC Professional Trader Group LLC, and Morgan Stanley & Co., Incorporated. Timothy holds Series 7, Series 16, Series 24, and Series 63 licenses. Timothy's areas of specialization include: portfolio management, financial planning, investment advisory, and business development.
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
MT
01/09/2024 - Present
World Equity Group, Inc. (Bozeman MT)
NY
11/06/2019 - 04/25/2022
BMO CAPITAL MARKETS CORP. (New York NY)
NY
05/29/2014 - 08/30/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CA
07/16/2013 - 07/01/2014
INTER SECURITIES LTD. (SAN FRANCISCO CA)
NY
10/19/2010 - 08/24/2011
G-2 TRADING,LLC (NEW YORK NY)
NY
01/22/2009 - 08/21/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
NY
06/05/1996 - 07/16/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 06/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2021
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Pierotti is the right advisor for you? Invested Better is here to help.
