Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Waterworth is a financial advisor at Kestra Advisory Services, LLC, based in Grapevine, Texas. Tim has been in the financial services industry since 1990 and has a broad range of experience in providing investment advice and financial planning services to individual clients, families, and businesses. Tim is a Certified Financial Planner and a Chartered Financial Consultant.
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
04/21/2016 - Present
Kestra Advisory Services, LLC (Grapevine TX)
TX
06/07/2006 - 06/25/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NY
06/23/2004 - 02/09/2005
MMC SECURITIES CORP. (NEW YORK NY)
TX
06/12/2002 - 10/18/2002
SCORE SECURITIES, INC. (FT. WORTH TX)
MA
04/19/2000 - 01/03/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
RI
05/13/1991 - 01/25/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
11/08/1990 - 04/11/1991
SIGNAL SECURITIES, INC. (FORT WORTH TX)
BC
Issued 08/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/06/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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