Unclaimed
Timothy Tyler Jones is an investment advisor representative registered with MML Investors Services, LLC. Timothy has been in the securities industry for over 7 years, and has worked with Mutual of Omaha, Signator Investors, Inc., Royal Alliance Associates, Inc. and Jones Financial. Timothy is licensed to provide investment advice in Pennsylvania and Florida and has a Series 6, Series 63, Series 65 and SIE license.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
10/24/2022 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
11/02/2018 - 09/21/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BETHLEHEM PA)
PA
09/14/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
PA
01/14/2015 - 05/04/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BETHLEHEM PA)
IA
Issued 02/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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