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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 Lane is a financial advisor with Pinnacle Investments, LLC. Timothy has been in the industry since 1995. Timothy has a Series 6, Series 63 and Series 65 license and holds the SIE designation. Timothy is registered in Florida, Georgia, Massachusetts and New Hampshire. Timothy is also a teacher at Malden High School and an insurance producer in Malden, Massachusetts. Timothy specializes in individual portfolio management, financial planning, and selection of other advisers. Timothy is registered with Pinnacle Investments, LLC, which has a main office in East Syracuse, NY. Pinnacle Investments, LLC has over 1000 clients with assets under management totaling over $1 Billion. Pinnacle Investments, LLC's services include financial planning, educational seminars, and portfolio management. Pinnacle Investments, LLC charges fees based on a percentage of assets and hourly rates. Pinnacle Investments, LLC also conducts educational workshops for its 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
MA
01/23/2025 - Present
Pinnacle Investments, LLC (MALDEN MA)
MA
01/01/2010 - 07/10/2019
ESSEX SECURITIES LLC (MALDEN MA)
MA
07/07/2005 - 01/01/2010
INVESTORS CAPITAL CORP. (MALDEN MA)
CO
06/18/2003 - 06/30/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CO
05/13/1998 - 06/20/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
03/25/1997 - 03/31/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CO
07/19/1995 - 03/26/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 08/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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