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 Goland is a financial advisor at LPL Financial LLC, based in Topsfield, MA. Timothy has been working in the financial services industry since 1993. Timothy holds Series 6, 7, 24, 63 and 65 licenses. Timothy has experience with investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. In addition to his work at LPL Financial LLC, Timothy is also an insurance broker.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/09/2019 - Present
LPL Financial LLC (TOPSFIELD MA)
MA
03/19/2001 - 08/22/2018
INFINEX INVESTMENTS, INC. (IPSWICH MA)
RI
01/11/2000 - 04/05/2001
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
01/02/1996 - 01/27/2000
FIS SECURITIES, INC. (BOSTON MA)
ME
02/03/1995 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
NY
05/24/1993 - 01/23/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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