Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Payne is a financial advisor with over 20 years of experience in the financial services industry. Timothy is a Certified Financial Planner™ professional and has a strong track record of providing comprehensive financial planning and investment advice to a wide range of clients, including individuals, families, and businesses. Timothy has been registered with Sentinel Pension Advisors Inc. since January 2020 and previously worked with Valmark Securities, Inc., ING Financial Partners, Inc., ProEquities, Inc., Citigroup Global Markets Inc. and AXA Advisors, LLC. Sentinel Pension Advisors Inc. is an independent registered investment advisor headquartered in Wakefield, MA, with offices across the country. Timothy is committed to providing his clients with personalized financial advice and helping them 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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
MI
01/15/2021 - Present
Sentinel Pension Advisors Inc. (Troy MI)
MI
10/12/2012 - 12/31/2019
VALMARK SECURITIES, INC. (BINGHAM FARMS MI)
NY
08/26/2010 - 10/29/2012
ING FINANCIAL PARTNERS, INC. (SCHENECTADY NY)
MI
05/13/2009 - 05/21/2010
PROEQUITIES, INC. (BIRMINGHAM MI)
MI
10/04/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
07/22/1999 - 01/04/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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