Unclaimed
Timothy Newton is a financial advisor with Commonwealth Financial Network. Timothy has been working in the financial services industry since September 1997 and is registered with 28 states and the District of Columbia. He has a strong track record of providing comprehensive financial planning and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans. Timothy is committed to helping clients achieve their financial goals by providing personalized advice and strategies. He offers a variety of services, including financial planning, investment management, insurance, and accounting services. Timothy is a licensed agent for Newton Financial Solutions, LLC, a private entity established to facilitate securities, advisory, insurance, and accounting services business.
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
MN
01/21/2014 - Present
Commonwealth Financial Network (CAMBRIDGE MN)
MN
09/05/1997 - 08/23/2007
EDWARD JONES (CAMBRIDGE MN)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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