Timothy
Mortellite

Timothy Charles Financial, LLC

CRD#2284605
Investment Advisor
in Lynnfield, MA

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About this Advisor

Timothy Mortellite is a financial advisor based in Lynnfield, Massachusetts, working with Timothy Charles Financial, LLC. Timothy has previously held positions at Brokers International Financial Services LLC and Timothy Charles Financial, LLC. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and New Hampshire. Currently, Timothy is part of Timothy Charles Financial, LLC, which operates out of Lynnfield, Massachusetts.

Certifications and Registrations

Series 63, Series 66

Office Location

200 Broadway Suite 206
Lynnfield, MA 01940

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Timothy Mortellite Work History

2017 - Present (8 years)

Timothy Charles Financial, LLC

2009 - 2017 (8 years)

Brokers International Financial Services LLC

Disclosures

Please visit the SEC profile of Timothy Mortellite to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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