Unclaimed
Timothy Williams is a financial advisor with State Farm Investment Management Corp. Timothy has been in the industry since 2000 and has a Series 66, Series 6TO, SIE and Series 7 license. Timothy is registered to provide investment advice in Pennsylvania. Timothy is also an insurance agent with Timothy Williams's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/21/2018 - Present
State Farm Investment Management Corp. (Lehighton PA)
NY
02/09/2000 - 11/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/18/2000
Series 66 - Uniform Combined State Law 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 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Williams is the right advisor for you? Invested Better is here to help.