Timothy J. Windos
Professional summary
Timothy John Windos is a registered financial advisor currently at TJW FIDUCIARY PLAN CONSULTANTS, LLC located in Little Silver, New Jersey.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Windos's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2016 - Present
TJW FIDUCIARY PLAN CONSULTANTS, LLC
January 6, 2011 - April 6, 2015
LINCOLN INVESTMENT
January 6, 2011 - April 6, 2015
LINCOLN INVESTMENT
January 2, 2009 - January 11, 2011
EQUITABLE ADVISORS, LLC
January 2, 2009 - January 11, 2011
EQUITABLE ADVISORS, LLC
April 30, 2004 - January 7, 2009
VALIC FINANCIAL ADVISORS, INC.
November 19, 1998 - January 7, 2009
VALIC FINANCIAL ADVISORS, INC.
April 6, 1995 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
February 10, 1995 - March 31, 1995
WORLD INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/18/2016)
Exams
Current Firm
TJW FIDUCIARY PLAN CONSULTANTS, LLC
CRD#: 282938 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 3,696,868 |
Red Flags
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