Unclaimed
Timothy Vanderver is a financial advisor in Atlanta, Georgia. Timothy has been a registered representative since December 2003 and is currently registered with Oppenheimer & Co. Inc.. Timothy has been in the financial services industry for nearly 20 years. Timothy has a Series 7 and Series 66 license and holds FINRA registrations. Prior to joining Oppenheimer & Co. Inc., Timothy was registered with Stanford Group Company and Wachovia Securities, LLC. Timothy is also registered in several states across the country. Timothy specializes in providing investment advice to individuals, businesses, and retirement plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
12/02/2016 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
GA
01/31/2006 - 03/16/2009
STANFORD GROUP COMPANY (ATLANTA GA)
GA
01/01/2004 - 12/31/2005
WACHOVIA SECURITIES, LLC (ATLANTA GA)
BOTH
Issued 01/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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