Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Grace is a financial advisor with over 10 years of experience. Timothy is registered to provide investment advice and securities services through Oneamerica Securities, Inc. in Florida. Timothy has Series 6, 63 and 65 licenses. Prior to joining Oneamerica Securities, Inc. Timothy was registered with GWN Securities Inc. and New England Securities in Florida. Timothy is dedicated to providing personalized financial advice and investment strategies tailored to the individual needs of each client. Timothy specializes in financial planning, investment management and insurance products.
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
10/15/2015 - Present
Oneamerica Securities, Inc. (Stuart FL)
FL
03/15/2012 - 07/16/2015
GWN SECURITIES INC. (NORTH PALM BEACH FL)
FL
03/20/2009 - 02/27/2012
NEW ENGLAND SECURITIES (NORTH PALM BEACH FL)
BC
Issued 10/14/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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