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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 at Eagle Strategies LLC, a firm with approximately 20 billion dollars in assets under management. Timothy McCollum specializes in providing financial planning and portfolio management for individuals and charitable organizations. Timothy McCollum is registered in 9 states and has over 25 years of experience in the financial services industry.
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 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
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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