Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Garrity is a financial advisor with Lifepro Asset Management, LLC. Timothy has been a financial advisor since 2001. Timothy is registered with the state of California. Timothy has a Series 6, Series 7, and Series 63 license. Timothy is also a Chartered Financial Analyst. Timothy has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Timothy's specializations include portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
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CA
02/09/2024 - Present
Lifepro Asset Management (Pasadena CA)
CA
04/06/2011 - 03/12/2014
WELLS FARGO ADVISORS, LLC (PASADENA CA)
NY
10/14/2003 - 01/08/2004
RIM SECURITIES LLC (NEW YORK NY)
ME
10/04/2001 - 05/15/2003
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
06/24/1999 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
OH
03/02/1995 - 04/10/1996
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 04/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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