Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrew Jones is a financial advisor with over 25 years of experience in the industry. Timothy Jones is registered with Concourse Financial Group Securities, Inc. and Cetera Investment Advisers LLC. Timothy Jones specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Timothy Jones offers a range of financial products and services, including fixed and health insurance, as well as securities products and services.
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.
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
FL
08/26/2010 - Present
Concourse Financial Group Securities, Inc. (Orlando FL)
FL
03/16/2001 - 07/13/2010
NEXT FINANCIAL GROUP, INC. (MAITLAND FL)
GA
01/30/1996 - 03/22/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
03/26/1993 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 07/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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