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 Snyder is a financial advisor with over 14 years of experience in the industry. Timothy has held multiple licenses, including Series 6, 7, 24, 51, and 63. Timothy holds the Series 65 license, and is registered as an Investment Advisor Representative in Nebraska and Texas. Timothy is currently employed with RFG Advisory, LLC, where they provide financial planning, pension consulting, and investment management services. Timothy has experience working with individuals, trusts, charitable organizations, corporations, and pension plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
10/01/2024 - Present
RFG Advisory, LLC (OMAHA NE)
CA
04/23/2010 - 04/17/2013
NYLIFE SECURITIES LLC (SAN RAMON CA)
IA
Issued 04/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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