Unclaimed
Timothy Bouslog is a financial advisor with over 23 years of experience in the industry. Timothy is currently registered with J.p. Morgan Securities LLC in Florida, Indiana and Texas. Prior to joining J.p. Morgan Securities LLC, Timothy was registered with Chase Investment Services Corp., PNC Investments, NatCity Investments, Inc., Charles Schwab & Co., Inc. and Banc One Securities Corporation. Timothy holds the Series 7, Series 10, Series 24, Series 26, Series 52, Series 53, Series 63, Series 65, and Series 66 licenses. Timothy offers financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for investment companies.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
09/20/2013 - Present
J.p. Morgan Securities LLC (Ponte Vedra Beach FL)
IN
04/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NOBLESVILLE IN)
IN
11/13/2009 - 03/31/2010
PNC INVESTMENTS (CARMEL IN)
IN
04/22/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (NOBLESVILLE IN)
TX
01/23/2004 - 07/01/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
12/17/2001 - 01/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/12/1998 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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