Unclaimed
Timothy Hanson is a financial advisor with Edward Jones, a firm with over 20,000 employees and offices across the country. Timothy has been in the industry for over 30 years and holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. Timothy provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Timothy has been with Edward Jones since 2007.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/02/2019 - Present
Edward Jones (SANTA ROSA CA)
CA
09/12/2001 - 02/23/2007
IFMG SECURITIES, INC. (NOVATO CA)
IN
05/02/2000 - 09/20/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
OH
07/08/1992 - 12/31/1995
ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)
NA
06/30/1989 - 12/31/1990
ALLIED GROUP SECURITIES CORPORATION
NY
10/11/1983 - 06/12/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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