Unclaimed
Timothy Larry Stickney is an investment advisor representative with Steward Partners Investment Advisory, LLC. Timothy has been in the financial industry since 1987. Timothy has a diverse background, having worked for several firms throughout his career including Lincoln Financial Securities Corporation, TD Wealth Management Services Inc., and BancNorth Investment Group, Inc. Timothy specializes in working with high-net-worth individuals, corporations, and charitable organizations, as well as individuals other than high-net-worth. Timothy's firm offers financial planning, pension consulting, and portfolio management services.
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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2
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 7/13/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/2/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/5/1988
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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