Unclaimed
Howard Darrell Timberlake is a financial advisor with J. W. Cole Advisors, Inc. He has been working in the industry since 1994 and holds Series 7, 6, 63 and 66 licenses along with Series 24. Howard has been a registered representative of J. W. Cole Advisors, Inc. since 2003 and has a total of 16 active state registrations. Howard previously worked at Jonathan Roberts Financial Group, Inc., 1st Global Capital Corp., First Union Brokerage Services, Inc. and MONY Securities Corp.
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.
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.
Hourly & fixed rate consulting
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
FL
01/02/2003 - Present
J. W. Cole Advisors, Inc. (GAINESVILLE FL)
FL
09/24/2002 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
TX
07/11/1999 - 09/13/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NC
05/18/1998 - 06/14/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
10/17/1994 - 05/20/1998
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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