Unclaimed
Timothy Johnston is a financial advisor with over 40 years of experience in the industry. He currently works at Osaic Wealth, Inc., a firm that provides financial planning, investment management, and pension consulting services. He is also the president of Financial Partners Group, LLC. Timothy is a registered representative in 44 states and an investment advisor representative in 8 states. Timothy has a wide range of experience and expertise in financial services, including investment management, retirement planning, and estate planning. He is committed to providing his clients with personalized advice and guidance to help them 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.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
04/10/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARMEL IN)
IN
10/15/2013 - 03/23/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
03/12/2002 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
NJ
01/02/1990 - 02/08/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/20/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
03/11/1988 - 10/23/1989
MONY SECURITIES CORP. (NEW YORK NY)
NY
03/11/1988 - 10/23/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
01/03/1983 - 08/17/1987
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
03/04/1983 - 08/14/1987
PRUCO SECURITIES CORPORATION
IA
Issued 9/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2004
Series 24 - General Securities Principal Examination
BC
Issued 2/3/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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