Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Wepner is a financial advisor with over 30 years of experience in the industry. Tim is currently registered with Wells Fargo Advisors Financial Network, LLC, and is licensed to provide investment advice in multiple states. Tim has a strong background in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Tim has a proven track record of success in helping 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.
Investment consulting services to institutional clients
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
NC
03/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NEWTON NC)
NC
06/15/2002 - 03/16/2023
WELLS FARGO CLEARING SERVICES, LLC (NEWTON NC)
NC
09/11/1991 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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