Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Brien is a Registered Representative and Investment Advisor Representative with Ausdal Financial Partners, Inc. and Intervest International, Inc. Timothy has been in the financial services industry since 2012 and has extensive experience in securities, investments, and financial planning. Timothy is registered to provide investment advice in 54 states and jurisdictions. Timothy is a Series 6, 7, 24, 52, 53, 63, 66, and 99TO licensed professional. Timothy provides investment advice for individuals, businesses, pension plans and charitable organizations.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
CO
10/02/2024 - Present
Ausdal Financial Partners, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 05/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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