Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Burgess has been in the securities industry since January 8, 1999. Timothy is currently registered with Vanguard Marketing Corp. and holds the Series 6, 7 and 63 licenses. Timothy is licensed to conduct business in Arizona. Previous employers include ING Funds Distributor, LLC, Charles Schwab & Co., Inc. and Aetna Investment Services, Inc.
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.
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.
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2
AZ
06/23/2006 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
CT
06/04/2001 - 05/23/2006
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
TX
07/28/2000 - 06/12/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
09/17/1998 - 05/04/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 12/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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