Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Peter Shean is a financial advisor with Commonwealth Financial Network, a firm that provides financial planning, investment management, and retirement planning services. Timothy has over 19 years of experience in the financial services industry. He is a Certified Financial Planner™ and holds both Series 7 and Series 66 licenses. Timothy also holds several registrations in different states. Timothy has worked with a variety of clients, including individuals, families, businesses, and non-profit organizations. He is committed to providing his clients with personalized financial advice and strategies. He is committed to helping his clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
04/29/2011 - Present
Commonwealth Financial Network (Reston VA)
VA
05/02/2006 - 05/03/2011
AXA ADVISORS, LLC (FALLS CHURCH VA)
MD
09/20/2004 - 04/21/2006
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 05/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Shean is the right advisor for you? Invested Better is here to help.
