Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stickney is a financial advisor with Steward Partners Investment Advisory, LLC. Timothy has been in the financial industry since 1987. Timothy is registered in New Hampshire as an investment advisor representative. Timothy has been affiliated with Lincoln Financial Securities and Lincoln Financial Advisors since 2011. Prior to that, Timothy was with TD Wealth Management Services Inc., BancNorth Investment Group, Inc., Windward Securities Corporation, Jefferson-Pilot Variable Corporation, Jefferson Pilot Securities Corporation, and Liberty Life Securities LLC. Timothy specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NH
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (EPSOM NH)
NH
06/22/2011 - 08/16/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
06/22/2011 - 08/16/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
ME
11/03/2009 - 08/03/2010
TD WEALTH MANAGEMENT SERVICES INC. (PORTLAND ME)
ME
02/23/2006 - 11/02/2009
BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)
NH
12/01/2003 - 02/10/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
IN
08/10/2004 - 02/07/2006
JEFFERSON-PILOT VARIABLE CORPORATION (FORT WAYNE IN)
IN
03/07/2000 - 02/07/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
11/01/1999 - 02/23/2000
LIBERTY LIFE SECURITIES LLC (DOVER NH)
IN
07/24/1985 - 04/07/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
08/30/1997 - 09/30/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/05/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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