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Timothy Paul Munsie

Jackson National Life Distributors LLC

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About Timothy Paul Munsie

Timothy Munsie is a financial professional with over 10 years of experience in the financial services industry. Timothy is currently registered with Jackson National Life Distributors LLC in FRANKLIN, TN. Prior to joining Jackson National Life Distributors LLC, Timothy was registered with INVEST FINANCIAL CORPORATION, INVESTMENT CENTERS OF AMERICA, INC., NATIONAL PLANNING CORPORATION, SII INVESTMENTS, INC., INFINEX INVESTMENTS, INC., LINCOLN FINANCIAL SECURITIES CORPORATION and UBS FINANCIAL SERVICES INC. Timothy holds the following securities licenses: Series 66, Series 24, SIE, and Series 7. Timothy is also registered in Tennessee.

Firm Information

Timothy Munsie is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Timothy Munsie’s Registration & Firm History

TN

05/02/2018 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

WI

12/22/2016 - 05/01/2018

INVEST FINANCIAL CORPORATION (APPLETON WI)

WI

12/22/2016 - 05/01/2018

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

CO

12/22/2016 - 05/01/2018

NATIONAL PLANNING CORPORATION (DENVER CO)

WI

12/22/2016 - 05/01/2018

SII INVESTMENTS, INC. (APPLETON WI)

CT

11/04/2014 - 09/23/2016

INFINEX INVESTMENTS, INC. (MERIDEN CT)

CT

02/08/2010 - 11/04/2014

LINCOLN FINANCIAL SECURITIES CORPORATION (EAST HARTFORD CT)

CT

07/18/2007 - 10/06/2009

UBS FINANCIAL SERVICES INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 01/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Paul Munsie.
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