Unclaimed
Timothy T. Porter is an investment advisor representative at First Heartland Consultants, Inc. in Londonderry, NH. Timothy has been in the industry since October 2002 and has a background in financial planning and estate planning. Timothy is also a board member for the Londonderry School Board. Timothy is a certified financial planner and holds Series 6, 7, and 63 licenses.
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.
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.
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
NH
03/20/2013 - Present
First Heartland Consultants, Inc. (LONDONDERRY NH)
OH
10/22/2009 - 11/11/2009
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NH
10/31/2008 - 09/08/2009
SAGEPOINT FINANCIAL, INC. (MANCHESTER NH)
NH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LONDONDERRY NH)
TX
08/28/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 01/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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