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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 Johnston is an investment advisor representative with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Osaic Wealth, Inc. provides a variety of investment advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations. Timothy has been in the financial services industry since 1983 and has a broad range of experience in the investment industry. Timothy has been registered with the Securities and Exchange Commission (SEC) since 1997, and is currently registered with the Financial Industry Regulatory Authority (FINRA) as an investment advisor representative. Timothy is also registered in 44 states as a broker-dealer and investment advisor. Timothy's background includes experience with New England Securities, MSI Financial Services, Inc., and Woodbury Financial Services, Inc.. Timothy Johnston has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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.
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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 09/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
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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