Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Newman is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC, an organization with offices in Marlton, NJ. Timothy has been in the financial industry since January 7, 2010. The advisor is currently registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in New Jersey and Texas. Timothy is also registered with the state of New Jersey as an Investment Advisor Representative. Timothy has experience working with JPMorgan Chase Bank, JPMorgan Securities LLC and Scottrade in the past. Timothy is a Certified Financial Planner and offers a wide range of investment services including portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
Investment consulting services to institutional clients
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
NJ
05/21/2019 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
11/09/2016 - 01/03/2019
J.P. MORGAN SECURITIES LLC (MANAHAWKIN NJ)
NJ
07/02/2016 - 11/01/2016
SCOTTRADE, INC. (SOMERS POINT NJ)
NJ
10/01/2012 - 06/08/2016
J.P. MORGAN SECURITIES LLC (MANAHAWKIN NJ)
NJ
12/03/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANAHAWKIN NJ)
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Newman is the right advisor for you? Invested Better is here to help.
