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 Sosa is a financial advisor at Fidelity Brokerage Services LLC. Timothy has been in the industry since September 7, 2020 and has a Series 7TO, SIE, and Series 63 license. He is currently registered in 53 states, the District of Columbia, and Puerto Rico. Timothy’s focus is on helping individuals and families reach 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.
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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TX
09/08/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 09/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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