Unclaimed
Timothy Quinn Skwiot is a financial advisor who has been in the industry since August 1996. Timothy Quinn Skwiot is registered with LPL Enterprise, LLC. Timothy Quinn Skwiot works in the firm's Wakefield, MA and Windham, NH branch offices. Timothy Quinn Skwiot is also registered as an Investment Advisor Representative in New Hampshire and Texas. Timothy Quinn Skwiot holds Series 6, 7, 24, 26, 63, and 65 licenses, and is a licensed insurance agent. Timothy Quinn Skwiot has experience providing a variety of advisory services including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
MA
11/14/2024 - Present
LPL Enterprise, LLC (WAKEFIELD MA)
IA
Issued 05/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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