Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ross Kip is a financial advisor who has been in the industry since 1989. Timothy is currently registered with LPL Financial LLC. Timothy has held previous registrations with MUTUAL SERVICE CORPORATION and CIGNA FINANCIAL ADVISORS,INC.. Timothy is licensed in 16 states. In addition to their work as a financial advisor, Timothy also has experience in real estate rentals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/19/2001 - Present
LPL Financial LLC (PLANT CITY FL)
MA
02/05/1996 - 03/19/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
08/22/1989 - 01/24/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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