Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy C Angelos

Creativeone Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy C Angelos

Timothy C Angelos is a registered investment advisor representative with Creativeone Securities, LLC, where Timothy has been registered since 2018. Timothy has been in the securities industry since 2003. Timothy has been a registered investment advisor representative with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. in the past. Timothy is licensed to provide securities and advisory services in 14 states: Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, New York, Pennsylvania, South Carolina, Texas, and Virginia. Timothy offers financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals.

Firm Information

Timothy Angelos is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Angelos’s Registration & Firm History

SC

11/01/2018 - Present

Creativeone Securities, LLC (Mount Pleasant SC)

SC

05/13/2016 - 10/31/2018

SIGNATOR INVESTORS, INC. (MOUNT PLEASANT SC)

SC

11/19/2013 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNT PLEASANT SC)

SC

03/29/2006 - 09/04/2013

NYLIFE SECURITIES LLC (CHARLESTON SC)

IL

10/17/2003 - 03/20/2006

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

Not sure if Timothy C Angelos is right for you?

Licenses & Designations

BOTH

Issued 08/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy C Angelos.
Not sure if Timothy C Angelos is right for you?