Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Paul Bogert is an Investment Advisor Representative at Prosperity Capital Advisors. Timothy has over 40 years of experience in the financial services industry. Timothy specializes in financial planning, portfolio management for businesses and individuals and selection of other advisors. Timothy is also a licensed insurance agent and owns TK Investment Properties.
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.
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.
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.
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2
OH
06/16/2023 - Present
Prosperity Capital Advisors (WESTLAKE OH)
MI
12/17/2003 - 06/26/2023
LPL FINANCIAL LLC (ROCHESTER MI)
MA
07/12/1984 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
08/18/1982 - 09/14/1984
MML INVESTORS SERVICES, INC.
NA
07/16/1982 - 09/14/1984
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
12/18/1981 - 03/28/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 11/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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