Unclaimed
Timothy Plagenhoef is an active advisor with J.p. Morgan Securities LLC. Timothy has been in the industry since January 16, 2019 and has passed the Series 6, Series 99TO and SIE exams. Timothy has been previously registered with PFS INVESTMENTS INC. and is currently registered with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
12/06/2019 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
CT
02/03/2014 - 12/22/2014
PFS INVESTMENTS INC. (BRANFORD CT)
BC
Issued 02/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2019
Series 99TO - Operations Professional Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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