Unclaimed
Timothy Lyver is a financial advisor with over 15 years of experience in the industry. Timothy is currently registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in 10 states. Timothy has passed the Series 66, Series 63, Series 7, and Series 99TO exams. Timothy's previous experience includes working at Fidelity Brokerage Services LLC in Boston, MA. Timothy is committed to helping clients 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.
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.
1
2
TX
04/21/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
MA
09/18/2007 - 01/21/2020
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 09/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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