Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McCollum is a financial advisor registered with Eagle Strategies LLC. Timothy has been in the industry since February 1995 and has worked with clients of varying types, including individuals, corporations, and charitable organizations. Timothy offers a variety of financial planning and investment advisory services. Timothy also has experience with a number of other firms including The O.N. Equity Sales Company, Raymond James Financial Services, Inc., 1717 Capital Management Company, and Walnut Street Securities, Inc.
NAPLES, FL
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/01/2024 - Present
Eagle Strategies LLC (NAPLES FL)
MI
02/17/2005 - 12/31/2010
THE O.N. EQUITY SALES COMPANY (TROY MI)
FL
03/05/1998 - 02/15/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
DE
09/17/1996 - 02/24/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
06/23/1987 - 09/11/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 9/7/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/6/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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