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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Seiders is an Investment Advisor Representative with The Ascent Group, LLC. Timothy has been in the financial services industry since 1985. Timothy holds the Series 63, Series 65, Series 7 and SIE licenses. Timothy is registered in multiple states including Pennsylvania, Arizona, California, Colorado, Delaware, Florida, Georgia, Mississippi, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee and Virginia. Timothy has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Timothy also has experience as an insurance agent for fixed insurance products. Timothy has experience working with clients of various types including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Timothy is an active member of the financial services industry and is committed to providing his clients with the best possible service.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/21/2021 - Present
THE Ascent Group, LLC (WAYNE PA)
PA
02/10/2023 - 08/23/2024
TRIAD ADVISORS LLC (Lansdale PA)
PA
06/30/2006 - 01/26/2023
AMERITAS INVESTMENT COMPANY, LLC (LANSDALE PA)
PA
07/30/1985 - 06/30/2006
CARILLON INVESTMENTS, INC. (LANSDALE PA)
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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