Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ingalls is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Osaic Advisory Services, LLC, and has previously worked with Securities America, Inc., KMS Financial Services, Inc., Cetera Advisors LLC, Pacific West Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Timothy offers a range of services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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.
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.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CT
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Windsor CT)
CT
07/25/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Windsor CT)
CT
02/28/2012 - 07/16/2019
CETERA ADVISORS LLC (WINDSOR CT)
CT
10/06/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (WINDSOR CT)
NY
03/08/2006 - 05/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
11/09/1993 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 12/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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