Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Maher is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the financial industry since 1998. Timothy Maher has experience in providing financial planning and investment consulting services to individuals and businesses. He has served as a member of the endowment fund investment committee for The Bridges Academy, a private school in West Islip, NY. Timothy Maher holds the Series 6, Series 7, Series 24, and Series 63 licenses and is registered to provide investment advisory services in several states.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
11/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HAUPPAUGE NY)
NY
05/21/2018 - 11/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hauppage NY)
NY
11/20/2015 - 05/29/2018
LPL FINANCIAL LLC (HAUPPAUGE NY)
MA
10/29/1998 - 01/14/2015
NGAM DISTRIBUTION, L.P. (BOSTON MA)
NC
07/17/1998 - 10/28/1998
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Maher is the right advisor for you? Invested Better is here to help.
