Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Cone is a financial advisor with Commonwealth Financial Network in Roanoke, Virginia. Timothy has been in the financial services industry since 1998 and has experience working with various clients, including individuals, families, and businesses. Timothy is registered with the state of Virginia and holds the Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Timothy provides a range of services, including financial planning, portfolio management, and retirement 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
VA
06/06/2019 - Present
Commonwealth Financial Network (Roanoke VA)
VA
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (ROANOKE VA)
VA
07/02/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
05/13/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ROANOKE VA)
VA
07/02/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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