Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Flick is a financial advisor with over 20 years of experience in the financial services industry. Timothy is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since June 2012. Prior to joining Cambridge Investment Research Advisors, Inc., Timothy was a financial advisor with New England Securities. Timothy is also the President of Cornerstone Financial Advisory LLC. Timothy is a Certified Financial Planner and holds the Series 7, Series 24, Series 63 and Series 65 licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IN
05/29/2019 - Present
Cambridge Investment Research Advisors, Inc. (INDIANAPOLIS IN)
IN
03/15/2010 - 06/07/2012
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
06/12/2007 - 03/16/2010
FULCRUM SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/06/2005 - 06/04/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IL
06/04/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
12/22/2000 - 04/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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