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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Moore is a financial advisor with over 20 years of experience in the industry. Timothy holds the Series 6, 7, 63 and 65 licenses and is also a Certified Financial Planner. Timothy currently works with Independent Advisor Alliance, LLC, and previously worked with Ameriprise Financial Services, LLC and TIAA-CREF Individual & Institutional Services, LLC. Timothy provides investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. Timothy’s experience includes providing financial planning, portfolio management for individuals and businesses, and pension consulting. Timothy's specializations include various financial planning topics, including retirement planning, college savings, and estate planning.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/05/2021 - Present
Independent Advisor Alliance, LLC (North PA)
PA
04/12/2013 - 02/09/2021
AMERIPRISE FINANCIAL SERVICES, LLC (ERIE PA)
NC
12/20/2007 - 03/01/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/20/2002 - 10/25/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 06/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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