Unclaimed
Timothy Paul Massie is a financial advisor in Ludington, Michigan. Timothy has been in the financial services industry for over 30 years. Timothy is registered with Avantax Investment Services, Inc.. He is a Series 6, 7 and 63 licensed advisor, and has a SIE. Timothy is registered with the states of Arizona, Florida, Maine, Massachusetts, Michigan, Oklahoma and Texas.
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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MI
07/22/1991 - Present
Avantax Investment Services, Inc. (LUDINGTON MI)
BC
Issued 07/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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