Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Parker is a financial advisor with over 17 years of experience in the financial services industry. Timothy is currently registered with Fidelity Personal and Workplace Advisors and holds licenses to provide financial advice in Michigan and Texas. Prior to joining Fidelity, Timothy has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., USAA Financial Advisors, Inc., and NYLIFE Securities Inc. Timothy has extensive experience in providing financial planning and investment advice to a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plans.
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.
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2
MI
11/04/2022 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
FL
03/22/2019 - 07/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKEWOOD RANCH FL)
FL
10/01/2012 - 03/20/2019
J.P. MORGAN SECURITIES LLC (SARASOTA FL)
FL
09/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SARASOTA FL)
FL
01/06/2010 - 08/30/2011
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MI
05/04/2006 - 07/23/2009
CHASE INVESTMENT SERVICES CORP. (WAYNE MI)
NY
09/26/2005 - 04/26/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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