Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Martin is an investment advisor representative for PFS Investments Inc. Timothy has been in the financial services industry for over 14 years and has experience with a wide range of financial products and services. Timothy is registered to provide investment advice in Minnesota. Timothy has previously worked with a variety of financial institutions including Morgan Stanley & Co. Incorporated, Lincoln Financial Advisors Corporation, and Farmers Financial Solutions, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/29/2025 - Present
PFS Investments Inc. (CROFTON MD)
MD
06/16/2023 - 12/31/2023
PFS INVESTMENTS INC. (CROFTON MD)
MD
02/06/2012 - 12/31/2022
PFS INVESTMENTS INC. (CROFTON MD)
MD
09/23/2008 - 03/04/2009
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
MD
05/29/2006 - 12/07/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
CA
05/19/2004 - 11/03/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
AL
07/29/2003 - 10/23/2003
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NJ
02/19/2003 - 05/13/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
10/09/2001 - 12/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/09/2001 - 12/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
10/05/2000 - 05/31/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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