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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Flynn is a financial advisor registered in 18 states. Timothy's career spans over 27 years, having started in the industry on January 2, 1997. Timothy is currently employed by Private Advisor Group, LLC and LPL Financial LLC. Timothy has held previous roles at several other firms, including UBS Financial Services Inc., AXA Advisors, LLC, Advest, Inc., and The Equitable Life Assurance Society of the United States. Timothy has earned several industry licenses and designations, including the Series 6, Series 7, Series 63 and Series 65. Timothy works with a variety of client types, including individuals, high-net-worth individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations and investment clubs. Timothy provides services such as financial planning, investment management and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (NEW ROCHELLE NY)
NY
03/14/2006 - 07/11/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/03/1997 - 03/21/2006
AXA ADVISORS, LLC (NEW YORK NY)
CT
06/28/2005 - 01/04/2006
ADVEST, INC. (HARTFORD CT)
NY
01/27/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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