Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Woolard is a financial professional with Northwestern Mutual Investment Services, LLC. Timothy is registered with 51 state securities regulators, and the Financial Industry Regulatory Authority (FINRA). Timothy is a registered principal in the state of Illinois and holds Series 63, Series 7TO, Series 9, Series 10, and SIE securities licenses. Timothy has been in the securities industry for over 2 years.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
05/23/2023 - Present
Northwestern Mutual Investment Services, LLC (CHAMPAIGN IL)
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Woolard is the right advisor for you? Invested Better is here to help.
