Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Cope is a financial advisor with Kestra Advisory Services, LLC. Timothy has been in the financial industry since 1982. Timothy is licensed to provide investment advice in the following states: Colorado, Connecticut, Florida, Massachusetts, New York, Pennsylvania, Texas, Vermont, and Virginia. Timothy specializes in Financial Planning, Pension Consulting, Selection of Other Advisors, and Portfolio Management for Businesses and Individuals.
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.
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
VT
09/11/2023 - Present
Kestra Advisory Services, LLC (SOUTH BURLINGTON VT)
NY
10/28/1999 - 04/08/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CA
05/01/1996 - 10/29/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 05/06/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/29/1982 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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