Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Timby is an investment advisor with over 20 years of experience in the financial services industry. Walter J Timby IV is currently registered with MML Investors Services, LLC and has a total of 26 years of experience in the securities industry. Walter Timby has served as a registered representative for New England Securities and MSI Financial Services, INC. Walter J Timby IV is also an independent insurance agent with experience in life, health, and group insurance. Walter Timby has worked in Pennsylvania and New York and is registered in multiple states, including Pennsylvania, Texas, California, Colorado, Delaware, Florida, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Montana, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, and West Virginia. Walter Timby has specializations in various areas, including but not limited to: investment, financial planning, insurance, and retirement planning.
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
06/07/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
11/04/2002 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
NY
12/11/2000 - 09/26/2002
GABELLI & COMPANY, INC. (RYE NY)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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