Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allen Coolman is a financial advisor with Edward Jones, a firm that has been serving individual investors since 1922. Timothy has been with Edward Jones since February 2013. Timothy holds a Series 7, Series 63, and Series 66 license. Timothy has been in the financial services industry since April 19, 2008. Timothy is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Maryland, Minnesota, Nevada, New York, North Carolina, Oklahoma, Texas, Virginia, Washington and Wisconsin. Timothy can provide financial planning, pension consulting, and selection of other advisers.
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
TX
06/10/2013 - Present
Edward Jones (COPPELL TX)
OH
07/20/1999 - 05/29/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
01/01/1996 - 01/20/1999
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
BOTH
Issued 04/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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