Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Timberlake is a financial advisor with over 25 years of experience in the financial services industry. Ellen holds the Series 6, 7, and 63 licenses. Ellen is also a Certified Financial Planner. Ellen currently works with Osaic Wealth, Inc., where she is a financial advisor. Ellen has previous experience working with Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Aegon USA Securities, Inc. Ellen is registered with the following states: Arkansas, Kansas, Kentucky, Oklahoma, South Carolina and Texas. Ellen has a reputation for providing sound financial advice to her clients, who include high-net-worth individuals, corporations, and charitable organizations. Ellen is committed to helping her clients achieve their financial goals, and she is a valuable resource for those seeking financial guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (ARLINGTON TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ARLINGTON TX)
TX
01/02/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ARLINGTON TX)
IA
10/30/1995 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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