Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Rosiak is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with SPC, a firm that provides financial planning, investment management, and other related services. Timothy is also a Certified Financial Planner and has a Series 6 and Series 63 license. Prior to joining SPC, Timothy worked for Mutual of Omaha Investor Services, Inc. Timothy is a respected advisor in the community and has a strong commitment to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/07/2011 - Present
SPC (PLYMOUTH MI)
NE
06/03/1987 - 05/06/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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