Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Robert Couture is a financial advisor with over 13 years of experience in the industry. Timothy is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. in Massachusetts, as well as SVB Wealth in California, Florida, Maine, Massachusetts, Minnesota, New Hampshire, New York, Rhode Island, Vermont, and Virginia. Timothy also holds a Series 66, Series 7 and SIE licenses. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and has been recognized for his expertise in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
01/18/2024 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
MA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Newton MA)
MA
04/04/2017 - 05/29/2019
LPL FINANCIAL LLC (NEEDHAM MA)
MA
09/15/2010 - 02/14/2017
WESTON SECURITIES CORPORATION (WELLESLEY MA)
BOTH
Issued 03/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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