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 Frangione is a registered investment advisor representative with Davenport & Associates, Inc., which has an office in Norwalk, CT. Timothy has been in the industry since June 2014. He has been registered with the state of Connecticut since February 2024 and has a Series 7, Series 66, and SIE license. Timothy has experience working with high-net-worth individuals and other individuals, insurance companies, investment companies, charitable organizations, trust, pension and profit-sharing plans, and corporations or other businesses. He has been affiliated with NYLIFE DISTRIBUTORS LLC in the past and has been affiliated with J. Davenport Advisors, LLC. Davenport & Associates, Inc. offers financial planning, portfolio management for individuals, and other services.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
02/07/2024 - Present
Davenport & Associates, Inc. (NORWALK CT)
NY
07/17/2014 - 10/31/2022
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 08/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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