Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Farley is an investment advisor representative who has been in the industry since 2014. Timothy has Series 63, Series 65, Series 7 and SIE licenses and is registered in New Jersey. Timothy currently works at Summit Financial, LLC and has previously worked at Summit Equities, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
01/03/2019 - Present
Summit Financial, LLC (LANDING NJ)
NJ
06/06/2014 - 09/19/2018
SUMMIT EQUITIES, INC. (HOBOKEN NJ)
IA
Issued 03/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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