Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Volker is an investment advisor representative with LPL Financial LLC. Timothy has been in the securities industry since 2017. Timothy has passed the Series 6, Series 7, Series 63, Series 66 and SIE exams. Timothy holds licenses in Arizona, California, Colorado, Florida, Illinois, Missouri, Nevada, New Jersey, New Mexico, New York, Ohio, South Dakota, Texas and Utah. Timothy has previously been employed by Edward Jones and Foresters Financial Services, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/22/2022 - Present
LPL Financial LLC (PRESCOTT AZ)
AZ
05/16/2018 - 07/30/2021
EDWARD JONES (PHOENIX AZ)
AZ
08/10/2017 - 01/03/2018
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 06/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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