Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Feeney is a financial advisor with Greenleaf Financial Network, LLC. Timothy has been in the industry since 1992 and is registered with the states of New Jersey, Pennsylvania, and Virginia. Timothy is a licensed insurance agent. Timothy holds the Series 6, Series 7, and Series 65 licenses, as well as the SIE exam. Timothy specializes in retirement planning, investment planning, estate planning, and insurance planning. Timothy can provide services for both individuals and business owners.
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.
Helps you choose top advisors aligned with your financial goals.
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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NJ
12/27/2018 - Present
Greenleaf Financial Network, LLC (Mt. Laurel NJ)
NJ
09/27/2013 - 12/01/2020
PURSHE KAPLAN STERLING INVESTMENTS (Mount Laurel NJ)
NJ
05/15/2006 - 09/27/2013
VSR FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
NJ
09/15/2003 - 05/23/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (MOORESTOWN NJ)
KY
10/02/2000 - 10/15/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
04/26/1996 - 10/09/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
05/15/1992 - 04/29/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
09/22/1988 - 02/03/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/1988 - 02/03/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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