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 7 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.