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 Procita is a financial advisor who has been in the industry since February 2011. Timothy is registered with Northwestern Mutual Investment Services, LLC and holds licenses in several states. He also holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Timothy's clients include individuals, high-net-worth individuals, and banking or thrift institutions. He offers investment research, referrals to other advisors, and financial planning 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WV
06/07/2018 - Present
Northwestern Mutual Investment Services, LLC (Martinsburg WV)
IA
Issued 01/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Procita is the right advisor for you? Invested Better is here to help.
