Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Frohberg is a financial advisor registered with Avantax Advisory Services, a firm that provides investment advisory and financial planning services. Timothy is a licensed financial advisor, with a wide range of licenses and designations, including a Series 7TO, Series 66, and SIE. Timothy is a veteran of the financial industry, having worked in the field since 2019. Timothy has also worked with other firms such as OSAIC WEALTH, INC. and Equitable Advisors, LLC. Timothy is committed to providing his clients with personalized financial advice and guidance, helping them 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
11/14/2023 - Present
Avantax Advisory Services (Hauppauge NY)
NY
07/16/2021 - 11/17/2023
OSAIC WEALTH, INC. (HAUPPAUGE NY)
NY
12/26/2019 - 07/28/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 01/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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