Timothy KossCRD Number: 6133644
Current Firm: Pnc Investments
Timothy Koss (CRD# 6133644) is an Investment Advisor Representative working at Pnc Investments in Birch Run, MI and has over 4 years of experience in the finance industry.
Acorn Wealth Advisors, LLC
Minder Planning Group, LLC
|Pnc Investments LLC||Saginaw, MI||Oct 2015 - Current||1|
|Bank Of America, N.a.||Saginaw, MI||Jun 2013 - Oct 2015||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Saginaw, MI||Oct 2012 - Oct 2015||3|
|Northwood University||Midland, MI||Jan 2012 - Dec 2012||< 1|
|Independent Business Consultant||Midland, MI||Jun 2009 - Oct 2012||3|
|Sagnianw Valley State University||University Center, MI||Jan 2012 - May 2012||< 1|
|Realogy Corporation||Parsippany, NJ||Feb 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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