Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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