Unclaimed
Timothy Curran is an investment advisor representative registered with MML Investors Services, LLC. Timothy has been in the industry since June 1990. Timothy has a diverse background in financial services, including experience with life, disability, property and casualty insurance. Timothy is a Certified Financial Planner and holds several licenses and certifications, including Series 6, 7, 9, 10, 63 and SIE. Timothy offers a variety of services to his clients, including financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting. Timothy is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and is also registered in multiple states.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NH
06/22/2021 - Present
MML Investors Services, LLC (BEDFORD NH)
MA
06/14/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHBOROUGH MA)
MA
06/14/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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