Unclaimed
Timothy McDonough is a financial advisor with MML Investors Services, LLC. Timothy has been in the industry since July 2007. He holds the Series 6, 7 and 63 securities licenses and the SIE exam. Timothy is also a Certified Financial Planner. Timothy is registered with the Securities and Exchange Commission (SEC) and has a FINRA CRD number of 5293690. Timothy is also registered as an investment advisor in Maryland and the District of Columbia. Timothy provides financial planning, portfolio management and asset allocation programs to individual and business clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
08/06/2010 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
BC
Issued 06/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy McDonough is the right advisor for you? Invested Better is here to help.