Unclaimed
Timothy Kamin has been in the financial services industry since August 7, 1996. Timothy is currently registered with LPL Financial LLC as a registered representative and investment advisor representative in Illinois and Texas. Timothy has a Series 6, Series 7, Series 24, Series 63, and Series 65 licenses. Prior to joining LPL Financial LLC, Timothy was employed by Waddell & Reed. Timothy is an experienced financial advisor who offers a range of services including financial planning, portfolio management, and investment consulting.
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
IL
07/21/2021 - Present
LPL Financial LLC (ST CHARLES IL)
IL
08/08/1996 - 07/21/2021
WADDELL & REED (ST CHARLES IL)
IA
Issued 06/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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