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 Georgen is a financial advisor with over 10 years of experience in the industry. Timothy is currently registered with Williams Jones Wealth Management, LLC as an Investment Advisor Representative. Timothy has held previous positions at various firms including Securities America, Inc., Saybrus Equity Services, LLC, Vanguard Marketing Corporation, P.J. Robb Variable Corporation, and MML Distributors, LLC. Timothy is licensed in Florida to provide investment advisory services. Timothy specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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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FL
03/19/2024 - Present
Williams Jones Wealth Management, LLC (Palm Beach FL)
FL
10/27/2020 - 04/18/2022
SECURITIES AMERICA, INC. (DELRAY BEACH FL)
CT
05/14/2018 - 08/06/2020
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
AZ
08/03/2016 - 05/17/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CT
12/05/2014 - 01/29/2016
P.J. ROBB VARIABLE CORPORATION (FARMINGTON CT)
CT
10/04/2013 - 09/04/2014
MML DISTRIBUTORS, LLC (ENFIELD CT)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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