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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 Letter is an investment advisor representative with Miller Investment Management, LP. Timothy is a registered Investment Advisor Representative in Pennsylvania. Timothy has been in the financial services industry since 1991. Timothy has passed the Series 6, Series 63, Series 26 and Series 65 examinations and has also passed the Securities Industry Essentials Examination (SIE). Timothy has experience working with individuals, high net worth individuals, pooled investment vehicles, charitable organizations, and pension and profit sharing plans. Timothy provides financial planning, portfolio management, and selection of other advisors to clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
03/07/2019 - Present
Miller Investment Management, LP (WEST CONSHOHOCKEN PA)
PA
12/14/2007 - 06/20/2018
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (BRYN MAWR PA)
VA
11/19/2001 - 12/11/2007
MFS FUND DISTRIBUTORS, INC. (RICHMOND VA)
DE
03/09/2001 - 11/13/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
06/07/1999 - 07/29/1999
WHARTON EQUITY CORPORATION (WAYNE PA)
IN
11/12/1998 - 05/07/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
DE
04/09/1996 - 11/15/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
12/04/1991 - 01/06/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/04/1991 - 01/06/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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