Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Edwards is a financial advisor with over 35 years of experience in the industry. He is currently registered with Prospera Financial Services, Inc. and has held previous positions with Texas Securities, Inc. and Blinder, Robinson & Co., Inc. Tim has a wide range of experience and holds multiple licenses, including Series 7, 24, 31, 79TO, 99TO, and SIE. He is dedicated to providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
09/01/1989 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
03/25/1987 - 09/07/1989
TEXAS SECURITIES, INC. (FT. WORTH TX)
NA
10/24/1986 - 03/24/1987
BLINDER, ROBINSON & CO.,INC.
BC
Issued 11/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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