Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Grady is a financial professional with over 10 years of experience in the financial services industry. Timothy is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Timothy holds Series 6, Series 63 and SIE licenses and is a Chartered Financial Consultant. Timothy is registered with the state of Ohio and West Virginia. Timothy specializes in providing investment advisory services to individual and investment company clients. Timothy's office is located in St. Clairsville, Ohio.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OH
10/17/2024 - Present
State Farm Investment Management Corp. (ST. CLAIRSVILLE OH)
BC
Issued 01/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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