Michael TimofeeffCRD Number: 5611528
Current Firm: Verity Asset Management
Michael Timofeeff (CRD# 5611528) is an Investment Advisor Representative working at Verity Asset Management in Elmira, NY and has over 8 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Cetera Investment Advisers LLC
Burns Matteson Capital Management
|New York Sport & Fitness||Elmira, NY||Jun 2014 - Current||2|
|Verity Investments, Inc.||Durham, NC||Jun 2011 - Current||5|
|Verity Asset Management, Inc.||Durham, NC||Sep 2008 - Current||8|
|Verity Financial Group||Durham, NC||Sep 2008 - Current||8|
|Binghamton University||Binghamton, NY||Jun 2000 - Jun 2014||14|
|Verity Investments, Inc.||Durham, NC||Sep 2008 - Jun 2011||2|
|Guthrie Health Care (healthworks)||Corning, NY||May 2007 - Sep 2008||1|
|Research Foundation Of Suny||Binghamton, NY||Jan 2002 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management417MILLIONS
Total Number of Accounts4,731ACCOUNTS
Average Account Value$88,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MD, MI, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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