Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Cleveland is a financial advisor with Edward Jones. Timothy has been in the financial services industry for 12 years. Timothy has a Series 7, Series 6, Series 63 and Series 66 licenses. Timothy specializes in retirement planning, college savings, and estate planning. Timothy is registered with the Securities and Exchange Commission (SEC) and FINRA. Timothy is also registered to provide investment advisory services in Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Iowa, Kentucky, Missouri, Nevada, New Mexico, New York, North Carolina, Oregon, Puerto Rico, South Carolina, Texas, Utah, Washington, and Wyoming.
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.
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.
See schedule d - miscellaneous
1
2
NV
01/11/2019 - Present
Edward Jones (Minden NV)
NV
01/03/2011 - 04/21/2011
WELLS FARGO ADVISORS, LLC (RENO NV)
NV
04/12/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RENO NV)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Cleveland is the right advisor for you? Invested Better is here to help.
