Unclaimed
Timothy Cogswell is a financial advisor with Wells Fargo Securities, LLC. Timothy is a Series 63, Series 79TO and SIE licensed professional with 53 state registrations. Timothy has been in the financial industry since March 2022.
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.
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.
1
2
PA
03/22/2022 - Present
Wells Fargo Securities, LLC (Conshohocken PA)
BC
Issued 03/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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