Unclaimed
Timothy Adams is a financial advisor with Symetra Securities, Inc., with over 10 years of experience in the financial industry. Timothy holds the Series 66, Series 7 and SIE licenses and is registered with the state of Florida, Georgia, Massachusetts, New Mexico, Pennsylvania, Texas, Virginia, and Wisconsin. He previously worked at John Hancock Distributors LLC and Morgan Stanley. Timothy is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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2
WA
07/09/2018 - Present
Symetra Securities, Inc. (BELLEVUE WA)
MA
09/03/2015 - 06/26/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/02/2013 - 05/08/2015
MORGAN STANLEY (BOSTON MA)
BOTH
Issued 10/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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