Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Sampson is a financial professional with over 29 years of experience in the industry. Tim currently works for Equity Services, Inc. Tim has held previous positions at several firms including Kovack Securities Inc., Resource Horizons Group LLC, Cullum & Burks Securities, Inc., Premier Securities of America, Inc., American General Securities Incorporated, United Securities Alliance, Inc., WMA Securities, Inc., and Intersecurities, Inc. Tim is a licensed investment advisor and general securities representative with Series 6, 7, 22, 26, 63, and 65 licenses. Tim offers financial planning, pension consulting, and educational seminars, and provides portfolio management for individuals.
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.
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.
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2
TX
03/08/2021 - Present
Equity Services, Inc. (DALLAS TX)
TX
10/15/2014 - 03/05/2021
KOVACK SECURITIES INC. (DALLAS TX)
TX
11/23/2009 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (DESOTO TX)
TX
03/23/2007 - 11/24/2009
CULLUM & BURKS SECURITIES, INC. (DESOTO TX)
TX
01/02/2004 - 04/25/2007
PREMIER SECURITIES OF AMERICA, INC. (DE SOTO TX)
AZ
08/01/2003 - 02/23/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CO
07/16/2001 - 08/25/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
06/06/1994 - 07/10/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
11/16/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 01/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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