linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy P Ohara

Corebridge Capital Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy P Ohara

Timothy Ohara is a financial professional with over 28 years of experience in the industry. Timothy is currently registered with Corebridge Capital Services, Inc. in Florida. Timothy holds the Series 6, 26, and 63 licenses and is also a SIE exam holder. Timothy has previously worked with firms such as Transamerica Capital, Inc., ALT FUND DISTRIBUTORS LLC, AXA DISTRIBUTORS, LLC, SUN LIFE FINANCIAL DISTRIBUTORS, INC., MFS FUND DISTRIBUTORS, INC., KEMPER DISTRIBUTORS, INC., and PLANCO FINANCIAL SERVICES, INC.

Firm Information

Timothy Ohara is currently registered with Corebridge Capital Services, Inc.. Corebridge Capital Services, Inc. is a corporation formed in November 1982 and is registered in all 50 states plus the District of Columbia and Puerto Rico. The firm is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

273

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Ohara’s Registration & Firm History

CA

08/28/2023 - Present

Corebridge Capital Services, Inc. (WOODLAND HILLS CA)

CO

05/21/2021 - 12/12/2022

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

10/20/2015 - 05/04/2021

ALT FUND DISTRIBUTORS LLC (NEW YORK NY)

NJ

09/08/2010 - 09/15/2015

AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)

MA

01/02/2003 - 10/13/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

08/26/1999 - 03/04/2003

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

IL

04/07/1997 - 09/07/1999

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

CT

06/18/1993 - 02/26/1997

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

Not sure if Timothy P Ohara is right for you?

Licenses & Designations

BC

Issued 09/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy P Ohara.
Not sure if Timothy P Ohara is right for you?