Unclaimed
Timothy Leland Amons is a financial advisor with Fidelity Personal AND Workplace Advisors in Merrimack, NH. Timothy has been working in the financial services industry since 2017. Timothy has a Series 7, 63, 66, 9, and 10 licenses and holds registrations in Massachusetts, New Hampshire, Rhode Island, Texas, and Utah. Timothy also holds both state and federal investment advisor registrations in New Hampshire and Texas. Timothy has been a member of the Air Force National Guard since 2011.
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.
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
NH
10/22/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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