Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Knowles is a financial advisor at Mutual of Omaha Investor Services, Inc. located in Omaha, NE. Timothy has been working in the financial services industry since 2008. He holds Series 7, 63, and 66 licenses and is a Registered Principal. Timothy's experience includes working with a range of clients including high-net-worth individuals, families, and corporations. He specializes in providing financial planning, portfolio management and selection of other advisors. Timothy is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
1
2
NE
02/01/2022 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
03/12/2020 - 01/07/2022
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
10/12/2018 - 02/26/2020
TD AMERITRADE, INC. (OMAHA NE)
NE
09/20/2016 - 02/26/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
05/19/2015 - 08/19/2016
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
01/09/2012 - 06/04/2015
TD AMERITRADE, INC. (OMAHA NE)
NE
10/06/2008 - 06/04/2015
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BOTH
Issued 09/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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