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 Phillips is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Timothy Alan Phillips is registered with the state of Illinois as well as several other states including Indiana, Texas and several others. Timothy Alan Phillips has been in the industry since 2004, and has been with Raymond James Financial Services Advisors, Inc. since 2016. Prior to that, Timothy Alan Phillips worked with Edward Jones. Timothy Alan Phillips also owns and operates Jade Investments & Retirement Solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
03/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (MOUNT CARMEL IL)
IL
09/21/2004 - 01/19/2016
EDWARD JONES (MT CARMEL IL)
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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