Unclaimed
Tim Jenkins is a financial advisor with over 40 years of experience in the financial services industry. Tim is currently a registered representative with Kestra Private Wealth Services, LLC. Tim has a broad range of experience, including providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Tim holds Series 7 and Series 63 licenses and is registered with the following states: Alabama, Florida, Illinois, Maine, Massachusetts, Minnesota, Ohio, South Carolina, Texas, Virginia, and Washington. Tim is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
02/25/2020 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
FL
05/18/1981 - 02/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
BC
Issued 05/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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