Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kirby Graham is a financial advisor with over 24 years of experience in the industry. Timothy has a strong background in securities, having held positions at reputable firms like Park Avenue Securities LLC and AXA Advisors, LLC. Currently, Timothy is associated with MWA Financial Services Inc., a firm with a strong commitment to providing financial planning and portfolio management services. Timothy is registered in sixteen states and holds multiple licenses including Series 6, Series 26, and Series 63. Timothy has a comprehensive understanding of the financial industry and is dedicated to helping clients 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.
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.
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ME
01/12/2009 - Present
MWA Financial Services Inc. (WINDHAM ME)
NY
10/26/2005 - 12/31/2008
PARK AVENUE SECURITIES LLC (BOHEMIA NY)
NY
10/02/1999 - 10/25/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/02/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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