Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Maxwell Brennan is a financial advisor registered with Commonwealth Financial Network. Timothy has been in the financial services industry since 1989. Timothy's experience includes working with individuals, businesses, and charitable organizations. Timothy is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Timothy has a strong understanding of the financial markets and can provide his clients with a wide range of services, including investment management, retirement planning, and insurance planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
09/08/2011 - Present
Commonwealth Financial Network (FOND DU LAC WI)
MA
08/31/1989 - 11/10/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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