Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Connors is a financial advisor registered with Fidelity Personal And Workplace Advisors. Timothy has been in the financial services industry since 1999. Timothy provides financial planning, educational seminars, and selection of other advisers for both individuals and businesses. Timothy holds a Series 6, 7, 9, 10, 63, and 66 license.
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.
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
PA
07/19/2018 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
04/07/2017 - 05/14/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CENTER VALLEY PA)
NH
01/23/2001 - 04/03/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
09/01/2000 - 12/12/2002
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
06/09/1999 - 09/01/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Timothy O'Connors is the right advisor for you? Invested Better is here to help.
