Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mazanec is a financial advisor with RWA Wealth Partners. Timothy has over 10 years of experience in the financial services industry. Timothy is registered with the state of Massachusetts and also holds Series 7, Series 66, Series 3, Series 34, and Series 30 licenses. Timothy provides financial planning and portfolio management services to individuals, businesses and charitable organizations. Timothy is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
Model provider fee
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2
MA
02/01/2024 - Present
RWA Wealth Partners (NEWTON MA)
MA
07/05/2023 - 01/16/2024
AW SECURITIES (Waltham MA)
MA
07/22/2019 - 06/30/2023
PURSHE KAPLAN STERLING INVESTMENTS (Waltham MA)
MA
08/19/2016 - 05/07/2019
EDWARD JONES (BOSTON MA)
MA
08/13/2014 - 05/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
IL
06/24/2009 - 09/04/2009
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 08/04/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
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