Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Parady is an investment advisor representative with LPL Financial LLC. Timothy has been in the financial services industry for over 10 years. Timothy has Series 63, 65, and 6TO licenses. Timothy is registered with the state of Texas as an Investment Advisor Representative and Securities Agent, and has been licensed in Louisiana and Oklahoma. Prior to joining LPL Financial LLC, Timothy worked with PFS INVESTMENTS INC. Timothy provides financial planning, portfolio management, and other non-discretionary advisory services to individual and business clients.
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
TX
11/21/2023 - Present
LPL Financial LLC (DENISON TX)
TX
02/25/2021 - 10/11/2023
PFS INVESTMENTS INC. (ALLEN TX)
IA
Issued 11/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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