Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Pashley is a financial advisor with over 35 years of experience in the financial services industry. Timothy is currently registered with Madison Avenue Securities, LLC and has been a registered representative since 1988. Timothy specializes in providing financial planning and investment advice to individuals, families, and businesses. Timothy is also a Chartered Financial Analyst (CFA) and has worked with a variety of firms over the years including TRIAD ADVISORS LLC and SUMMIT BROKERAGE SERVICES, INC.
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.
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.
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CA
10/07/2024 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
FL
10/01/2018 - 08/23/2024
TRIAD ADVISORS LLC (Miramar Beach FL)
NJ
09/01/2015 - 10/08/2018
SUMMIT BROKERAGE SERVICES, INC. (Ocean View NJ)
IN
09/25/2009 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (GREENWOOD IN)
NJ
03/29/2007 - 09/25/2009
DALTON STRATEGIC INVESTMENT SERVICES INC. (MARMORA NJ)
NJ
02/10/2006 - 03/14/2007
DALTON STRATEGIC INVESTMENT SERVICES INC. (MARMORA NJ)
IN
11/22/1988 - 10/24/2006
PASHLEY FINANCIAL SERVICES, INC. (SPENCER IN)
BC
Issued 10/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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