Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Carl Fox is a financial advisor registered with Credit Union Investment Services in Belmont, NC. Timothy has been in the financial services industry since August 2011. Timothy holds the Series 6, Series 63, Series 65, and SIE licenses. Timothy's specializations include Financial Planning, Portfolio Management for Individuals, and Education Seminars. Timothy works with individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NC
12/23/2011 - Present
Credit Union Investment Services (Belmont NC)
IA
Issued 12/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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