Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Donovan is a financial advisor with over 40 years of experience in the financial services industry. Timothy is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. with offices in Stuart, FL and Canonsburg, PA. Timothy's professional experience includes prior roles with The Lincoln National Life Insurance Company, CIGNA Financial Advisors, Inc., Travelers Equities Sales, Inc. and The Equitable Life Assurance Society of the United States. Timothy holds Series 6, 7, and 63 licenses along with the SIE. Timothy is a Chartered Financial Consultant (ChFC) and offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
1
2
FL
01/24/2025 - Present
Osaic Wealth, Inc. (STUART FL)
IN
01/31/2003 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/05/1985 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
01/06/1984 - 07/25/1985
TRAVELERS EQUITIES SALES, INC.
NA
07/26/1983 - 11/30/1983
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 02/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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