Unclaimed
Timothy Richard Hamilton is a licensed Investment Advisor Representative in the state of Massachusetts and is currently employed by F L Putnam Investment Management Co.. Timothy has been in the financial services industry since 2008 and has experience in both brokerage and investment advisory roles. Timothy specializes in investment advisory services, portfolio management for individuals, financial planning, portfolio monitoring and consulting, and educational seminars. Timothy's firm manages over $6 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Assets under advisement
1
2
MA
04/25/2022 - Present
F L Putnam Investment Management Co. (LYNNFIELD MA)
NH
05/08/2015 - 09/26/2018
THE O.N. EQUITY SALES COMPANY (Hampton NH)
NH
10/30/2013 - 04/01/2015
LPL FINANCIAL LLC (MANCHESTER NH)
NH
08/26/2011 - 11/07/2013
NEW ENGLAND SECURITIES (EXETER NH)
MA
08/19/2008 - 09/01/2011
SIGNATOR INVESTORS, INC. (ANDOVER MA)
IA
Issued 06/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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