Unclaimed
Timothy Paulson has been in the financial services industry since 2009. Timothy is currently registered with Virtus Investment Advisers, Inc. as a Registered Representative. Previously, Timothy was with Allianz Global Investors Distributors LLC and Citigroup Global Markets Inc. Timothy holds a Series 66, Series 7, and a SIE license.
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.
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Strategic management for diversified investment portfolios.
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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.
A percentage of the total value of assets under management is charged.
1
2
NY
09/01/2021 - Present
Virtus Investment Advisers, Inc. (NEW YORK NY)
NY
06/16/2010 - 09/10/2020
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
04/14/2008 - 07/13/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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