Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Buggy is a financial advisor with Equitable Advisors, LLC, a leading financial services firm. Timothy has been in the financial services industry since 1986 and has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Timothy holds several professional designations including the Certified Financial Planner designation and is registered with the Financial Industry Regulatory Authority (FINRA) and in several states as an Investment Advisor Representative. Timothy is committed 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.
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.
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.
1
2
PA
08/20/2024 - Present
Equitable Advisors, LLC (WEXFORD PA)
NY
06/19/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/12/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Buggy is the right advisor for you? Invested Better is here to help.
