Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Westra is an investment advisor representative associated with LPL Enterprise, LLC. Timothy has been in the securities industry for over 9 years. Timothy has passed the Series 6, 63, 65, and SIE examinations and is registered in Alabama, Indiana, Michigan, Ohio, and Pennsylvania. Timothy specializes in providing financial planning, investment advisory services, and portfolio management for individuals and businesses. Timothy is also an insurance agent and holds several insurance licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/14/2024 - Present
LPL Enterprise, LLC (TROY MI)
MI
01/01/2023 - 04/17/2024
GLP INVESTMENT SERVICES, LLC (Muskegon MI)
IL
11/07/2018 - 01/07/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MI
02/09/2016 - 08/16/2017
STATE FARM VP MANAGEMENT CORP. (MUSKEGON MI)
MI
05/08/2015 - 12/28/2015
FORESTERS FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 05/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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