Timothy ZimcoskyCRD Number: 872834
Current Firm: Kalos Management
Timothy Zimcosky (CRD# 872834) is an Investment Advisor Representative working at Kalos Management in Livonia, MI and has over 38 years of experience in the finance industry. Timothy Zimcosky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Kalos Capital, Inc.||Alpharetta, GA||Mar 2009 - Current||9|
|Zimco Capital (f/k/a Bulldog Retirement)||Livonia, MI||Feb 2009 - Current||9|
|Kalos Management||Livonia, MI||Feb 1985 - Current||33|
|Linsco/private Ledger Corp.||Birmingham, MI||May 1997 - Feb 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1979|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management195MILLIONS
Total Number of Accounts2,311ACCOUNTS
Average Account Value$84,331
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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