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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 Swetoha is an investment advisor representative with Osaic Wealth, Inc. based in Pittsburgh, Pennsylvania. Timothy has been in the industry since 1993 and has experience working with various firms including Securities America, Inc., Invest Financial Corporation and Investors Capital Corp. Timothy holds licenses including Series 6, Series 7 and Series 63. Timothy provides investment advisory services and has experience in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Timothy is registered to provide services in Arizona, California, Colorado, Florida, Maryland, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and West Virginia.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PITTSBURGH PA)
PA
02/21/2014 - 07/17/2020
INVESTACORP, INC. (PITTSBURGH PA)
PA
11/30/2006 - 02/24/2014
INVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
08/10/2001 - 12/01/2006
INVESTORS CAPITAL CORP. (PITTSBURGH PA)
FL
07/20/2001 - 10/02/2001
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
GA
05/30/1997 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
NA
05/08/1997 - 05/30/1997
CENTENNIAL CAPITAL MANAGEMENT, INC.
FL
05/18/1993 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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