Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Fraser is a financial advisor at LPL Financial LLC. Timothy has been in the financial services industry since 2004 and has a broad range of experience. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and holds multiple licenses and certifications. Timothy specializes in financial planning, portfolio management, and consulting services for individuals and businesses. Timothy's experience, knowledge and commitment to providing personalized service make him a valuable resource for clients seeking to achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
IL
06/18/2014 - Present
LPL Financial LLC (WOODSTOCK IL)
IL
10/18/2004 - 09/25/2009
FIRST INVESTORS CORPORATION (LIBERTYVILLE IL)
IA
Issued 01/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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