Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mostak is a registered investment advisor representative with Macquarie Investment Management Business Trust. Timothy is a Series 63, 66 and 7 licensed representative. Timothy joined Macquarie Investment Management Business Trust in April 2020, having previously been a registered representative at Resource Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Vanguard Marketing Corporation. Timothy Mostak’s professional experience spans over seven years.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
04/23/2019 - 12/10/2019
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
NJ
12/12/2017 - 04/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
PA
08/05/2013 - 09/14/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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