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 Portelance is a financial advisor with Steward Partners Investment Advisory, LLC. Timothy has been in the financial industry since April 14, 1992 and has experience with both individual and institutional clients. Timothy provides financial planning, pension consulting, selection of other advisors, and portfolio management services. Timothy is also a Registered Representative with Steward Partners Investment Advisory, LLC. The firm is headquartered in New York City and has a branch office in Charlotte, North Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
04/14/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NC
07/12/2019 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
09/07/2000 - 07/12/2019
EDWARD JONES (MOORESVILLE NC)
CT
05/10/1999 - 09/06/2000
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NC
12/23/1996 - 05/10/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/03/1995 - 01/03/1997
J.C. BRADFORD & CO. (NEW YORK NY)
MO
04/15/1992 - 03/06/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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