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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Timlin is an Investment Advisor Representative with Sage Advisory Services Ltd. Co. Jeffery has been in the industry since January 2003. Jeffery Timlin has a Series 65 and a Series 3 license. Jeffery is currently registered with the state of Texas. Jeffery Timlin's firm provides financial advice and portfolio management services to individuals, corporations, investment companies, pooled investment vehicles, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model provision strategies
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.
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TX
03/18/2003 - Present
Sage Advisory Services Ltd. Co. (AUSTIN TX)
IA
Issued 03/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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