TM
ChFC
TM
ChFC

Timothy Marcinek

14 Years of Experience
North Olmstead, OH
Broker

Timothy Marcinek is a ChFC-designated registered investment advisor, based in North Olmstead, OH, with 14 years of industry experience.

Location

29691 Lorain Rd., North Olmstead, OH, 44070

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Timothy is an advisory representative of a RIA, spending nearly full-time on this activity, including trading. He is also the President of Westshore Financial LLC, providing tax services and dedicating a few hours per week, and an IAR using a Trade Name / DBA at Szarka Financial, spending nearly full-time on this activity, including trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Cambridge Investment Research Advisors, INC.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Aurelius Family Office, LLC
October 2022 - April 2023 · 6 mos
Mclean Asset Management CORP.
May 2022 - December 2022 · 7 mos
Cornerstone Wealth Management
April 2014 - March 2022 · 7 yrs 11 mos
Westshore Financial
January 2014 - May 2014 · 4 mos
Prosperity Capital Advisors
March 2011 - January 2014 · 2 yrs 10 mos
State Registrations2 states
NCOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.