Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Barry is an investment advisor representative with Alight Financial Advisors, LLC. Timothy has been in the industry since 2000 and has been registered with Alight Financial Advisors, LLC since 2015. Previously, Timothy worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc. and J.P. Morgan Securities LLC. Timothy has passed the Series 63, Series 66, Series 7 and the SIE exams. Timothy is registered to provide investment advice in North Carolina and Ohio.
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.
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.
Set-up fees and related services
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2
OH
08/12/2015 - Present
Alight Financial Advisors, LLC (CINCINATTI OH)
OH
09/02/2014 - 07/25/2015
GWFS EQUITIES, INC. (BLUE ASH OH)
OH
07/16/2013 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CINCINNATTI OH)
OH
10/01/2008 - 07/17/2013
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
OH
08/02/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CINCINNATI OH)
OH
03/08/2006 - 05/18/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (BLUE ASH OH)
IL
07/06/2005 - 03/08/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/22/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
01/17/2000 - 08/15/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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