Unclaimed
Timothy Stier has been in the financial services industry since December 24, 1990. Timothy currently works with LPL Financial LLC in Myrtle Beach, South Carolina. Timothy has also worked with Investment Professionals, Inc., Nexity Financial Services, Inc., First Southeast Investor Services, Inc., UVEST Investment Services, FISERV Investor Services, Inc., Securities Service Network, Inc., Robert Thomas Securities, Inc., Invest Financial Corporation, and Edward D. Jones & Co., L.P. Timothy is licensed to provide financial services in the following states: California, Florida, Minnesota, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, and Texas. Timothy holds the Series 63, SIE, and Series 7 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.
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
SC
11/04/2013 - Present
LPL Financial LLC (MYRTLE BEACH SC)
SC
09/21/2010 - 08/23/2013
INVESTMENT PROFESSIONALS, INC. (LORIS SC)
SC
03/02/2009 - 09/22/2010
NEXITY FINANCIAL SERVICES, INC. (CONWAY SC)
SC
02/05/1999 - 03/03/2009
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CONWAY SC)
NC
08/19/1998 - 01/29/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
TX
05/04/1998 - 08/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TN
07/31/1995 - 04/17/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
FL
01/03/1994 - 03/21/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
05/14/1991 - 12/31/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
08/22/1989 - 08/23/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 09/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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