Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Taylor Smith is an active investment advisor representative with Packerland Brokerage Services, Inc. with over 25 years of experience in the financial industry. Tim is registered with the state of California and holds various industry licenses including Series 7, Series 6, Series 63, Series 65, and Series 24. Tim specializes in financial planning, portfolio management for individuals, and pension consulting. Tim has experience with a variety of clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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WI
05/25/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
07/17/2020 - 09/29/2022
SECURITIES AMERICA, INC. (Roseville CA)
CA
03/20/2018 - 07/17/2020
INVESTACORP, INC. (Roseville CA)
CA
02/16/2011 - 03/02/2018
CETERA ADVISOR NETWORKS LLC (ROSEVILLE CA)
CA
12/13/2004 - 02/11/2011
QA3 FINANCIAL CORP. (AUBURN CA)
CA
05/21/2001 - 12/10/2004
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
IA
09/29/1998 - 06/21/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
VA
02/07/1997 - 10/22/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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