Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Blane Sease is a financial advisor with over 28 years of experience in the industry. Timothy is currently registered with LPL Financial LLC in Charleston, SC. Timothy holds Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner. Timothy has previously worked for several firms, including First Southeast Investor Services, Inc., UVEST Investment Services, FISERV Investor Services, Inc., LINK INVESTMENT SERVICES, INC., BFP FINANCIAL PARTNERS, INC. and The Investment Center, Inc. Timothy is a member of the financial services industry since August 8, 1991.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/13/2014 - Present
LPL Financial LLC (CHARLESTON SC)
SC
11/24/1998 - 08/29/2017
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
NC
08/19/1998 - 01/29/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
TX
09/17/1997 - 08/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
06/26/1995 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
LA
07/14/1993 - 05/24/1995
BFP FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NJ
03/06/1989 - 03/12/1991
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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