Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Harvey is a Certified Financial Planner™ and a Chartered Financial Analyst with 13 years of experience in the financial services industry. Timothy currently works at Aspiriant, LLC in the Los Angeles office. Timothy has previous experience at Pathway Financial Advisors, LLC, Brownson, Rehmus & Foxworth, Bordeaux Wealth Advisors LLC, HC Financial Advisors Inc., and The Mather Group, LLC. Timothy holds the Series 7 and Series 66 licenses. Timothy specializes in providing financial planning services to individuals, families, businesses, corporations, and charitable organizations.
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.
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.
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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CA
10/21/2024 - Present
Aspiriant, LLC (LOS ANGELES CA)
VT
10/13/2010 - 06/05/2013
TOWER SQUARE SECURITIES, INC. (BRISTOL VT)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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