Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dwyer is an investment advisor representative who has been working in the industry since January 1995. Timothy is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Before that, Timothy worked for Signator Investors, Inc., Transamerica Financial Advisors, Inc, Securities Management & Research, Inc., Waddell & Reed, Inc., and Pruco Securities Corporation. Timothy holds a Series 6, 7, and 63 licenses. Timothy is also a Chartered Financial Consultant. Timothy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
WI
11/02/2018 - Present
Osaic Wealth, Inc. (PEWAUKEE WI)
WI
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PEWAUKEE WI)
WI
09/18/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PEWAUKEE WI)
IA
12/10/1996 - 09/21/2000
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
KS
10/11/1996 - 12/09/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
01/27/1995 - 10/18/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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