Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McParland is a financial advisor with over 28 years of experience in the industry. He is registered as a Broker/Dealer with Principal Securities, Inc., and is also registered with the state of New York as an Investment Advisor Representative. Timothy has a broad range of experience, having previously worked with Fidelity Brokerage Services LLC and Thomas James Associates, Inc. Timothy offers financial planning, pension consulting, educational seminars and portfolio management for individuals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
06/30/2021 - Present
Principal Securities, Inc. (Melville NY)
NY
06/08/1993 - 05/09/2008
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
NY
03/04/1993 - 06/14/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy McParland is the right advisor for you? Invested Better is here to help.
