Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy A. Skelton is a registered investment advisor representative in Georgia. Timothy has been in the industry since 2020 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and CapFinancial Securities, LLC.. Currently, Timothy is affiliated with Mariner Wealth in Atlanta, GA. Timothy is a Series 7TO and SIE licensed professional, specializing in providing investment advice and financial planning services to individuals and families, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, banking or thrift institutions, state or municipal government entities, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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2
GA
05/02/2024 - Present
Mariner Wealth (Atlanta GA)
GA
11/25/2022 - 04/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NC
06/27/2022 - 10/26/2022
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
BOTH
Issued 08/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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