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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 Paradis is a financial advisor with over 16 years of experience. Timothy is currently registered with Crestwood Advisors in Darien, Connecticut. Timothy has previously worked at Fidelity Brokerage Services LLC in Fairfield, Connecticut and Boston, Massachusetts. Timothy holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Timothy also holds the Certified Financial Planner designation. Timothy specializes in providing financial planning, portfolio management for businesses and individuals, family office consulting, and credit and cash management solutions. Timothy is also a registered Investment Advisor Representative.
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.
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.
Family office consulting, credit and cash management solutions, insurance solutions
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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CT
04/10/2023 - Present
Crestwood Advisors (Darien CT)
CT
09/05/2014 - 04/24/2023
FIDELITY BROKERAGE SERVICES LLC (FAIRFIELD CT)
MA
12/08/2006 - 03/27/2013
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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