Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Flanagan is an investment advisor representative at IP Financial Advisory Services LLC. Timothy has been working in the financial industry since October 6, 1993. Timothy holds the Series 6, Series 63 and Series 65 securities licenses. Timothy has been registered with the Securities and Exchange Commission (SEC) and FINRA since 2022. Timothy has also been registered with the state of Connecticut, Florida, Massachusetts, North Carolina, Rhode Island, and Vermont. Timothy provides financial planning, portfolio management, and consulting services to individuals and qualified retirement plans. Timothy also offers consulting services to businesses. Timothy is a volunteer with the Boy Scouts of America (BSA), a coach and board member of the Cumberland Beagle Club.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
RI
11/14/2022 - Present
IP Financial Advisory Services LLC (Cumberland RI)
RI
08/19/2009 - 11/10/2022
NEXT FINANCIAL GROUP, INC. (CUMBERLAND RI)
RI
05/06/2004 - 08/18/2009
MUTUAL SERVICE CORPORATION (CUMBERLAND RI)
MO
11/05/1996 - 05/11/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
NJ
10/07/1993 - 11/13/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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