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 Satre is a financial advisor registered with LPL Financial LLC. Timothy has been in the financial services industry for over 30 years and has a strong background in both securities and investment advisory services. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and holds various licenses and designations, including Series 7, 63, 6, 24, and 51. Timothy is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. In addition to his role at LPL Financial, Timothy is also involved in several other businesses, including real estate rentals and insurance agency. Timothy has been registered with LPL Financial since August 2018, and previously worked at Ameriprise Financial Services, Inc. and Raymond James Financial Services, Inc. Timothy is committed to providing clients with comprehensive financial planning services, including retirement planning, investment management, and insurance planning.
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.
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2
TX
08/20/2018 - Present
LPL Financial LLC (BEAUMONT TX)
TX
07/27/2012 - 08/21/2018
AMERIPRISE FINANCIAL SERVICES, INC. (BEAUMONT TX)
TX
04/01/1996 - 07/30/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAUMONT TX)
TX
10/05/1994 - 04/24/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
IA
09/05/1991 - 10/07/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
08/22/1988 - 09/20/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/22/1988 - 09/20/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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