Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hogan is a financial advisor who has been working in the industry since 1995. Timothy is registered in California, Hawaii and Oregon. Timothy is currently affiliated with LPL Financial LLC. Prior to that Timothy has been associated with Waddell & Reed, Pensionmark Securities, LLC, CapFinancial Securities, LLC., LPL FINANCIAL LLC and Bankoh Investment Services, Inc.. Timothy has the Series 6, 7, 52, 63 and 65 licenses. Timothy holds the SIE designation. Timothy is also a board member for Adult Friends For Youth. Timothy is registered to offer financial advice in the following areas: Retirement planning, investment management, education planning, insurance, estate planning, business planning, and tax 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.
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
HI
05/03/2021 - Present
LPL Financial LLC (HONOLULU HI)
HI
05/26/2020 - 05/06/2021
WADDELL & REED (HONOLULU HI)
HI
09/01/2017 - 06/01/2020
PENSIONMARK SECURITIES, LLC (Honolulu HI)
HI
10/30/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Honolulu HI)
HI
07/17/2014 - 05/21/2015
LPL FINANCIAL LLC (HONOLULU HI)
HI
05/23/2008 - 08/23/2010
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
MA
10/17/2002 - 04/03/2007
ROBECO SECURITIES, L.L.C. (BOSTON MA)
CA
08/24/1994 - 11/22/2002
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
HI
06/23/1994 - 08/30/1994
FIRST PACIFIC SECURITIES, INC. (HONOLULU HI)
NY
07/14/1993 - 04/27/1994
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
01/07/1992 - 06/02/1993
HAWAIIAN CAPITAL SECURITIES
CT
03/13/1987 - 02/15/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 10/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1991
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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