Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bennett is a financial professional with over 20 years of experience in the financial services industry. Timothy is a Registered Representative and Investment Advisor Representative. Currently, Timothy is affiliated with Momentum Independent Network Inc. He provides financial advice and services to individuals, families, businesses and charitable organizations. He has a strong commitment to helping his clients achieve their financial goals and has a deep understanding of the financial markets. He is committed to providing his clients with personalized service and a high level of expertise.
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.
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.
12b-1 fees
1
2
SC
02/18/2021 - Present
Momentum Independent Network Inc. (Easley SC)
PA
04/17/2009 - 11/21/2018
WADDELL & REED (YARDLEY PA)
NV
09/27/2004 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (RENO NV)
NY
01/15/2002 - 09/28/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/12/2001 - 10/18/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 05/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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