Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vizzi is a financial advisor with Independent Financial Group, LLC, a firm with over $1 billion in assets under management. Timothy has been in the industry since October 2019. Timothy holds the Series 7TO and SIE licenses and specializes in portfolio management for individuals and businesses. Independent Financial Group, LLC offers financial planning, portfolio management, and other financial services to individuals, businesses, and pension plans.
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.
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.
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.
1
2
CA
10/16/2019 - Present
Independent Financial Group, LLC (SAN CLEMENTE CA)
BC
Issued 10/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Timothy Vizzi is the right advisor for you? Invested Better is here to help.
