Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Niebel is an investment advisor representative with LPL Financial LLC. Timothy has been in the securities industry since July 28, 1998. Timothy is also registered as an investment advisor representative with Fifth Third Securities, Inc. Timothy has passed the Series 63, Series 65, Series 7, and Series 24 exams. Timothy specializes in retirement planning, college savings, and estate planning. Timothy is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
OH
03/03/2014 - Present
LPL Financial LLC (LIMA OH)
OH
10/08/1999 - 03/07/2014
FIFTH THIRD SECURITIES, INC. (LIMA OH)
NY
04/20/1998 - 06/29/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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