Unclaimed
Timothy Patrick Ellis is a financial professional with over 30 years of experience in the financial services industry. Timothy is a registered representative of PFS Investments Inc. and is licensed to conduct business in Delaware, Georgia, New Jersey, and Pennsylvania. Timothy specializes in providing investment advice and portfolio management services to individuals. He holds the Series 6, Series 26, and Series 63 securities licenses and the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/01/1991 - Present
PFS Investments Inc. (MOUNT LAUREL NJ)
BC
Issued 09/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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