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 Stelling is an Investment Advisor Representative and has been in the industry since June 15, 1995. Timothy is currently registered with Grove Point Advisors, LLC and is licensed in Washington state. Timothy also holds Series 6, Series 63, and Series 65 licenses. Timothy's previous employers include Woodbury Financial Services, Inc. and Transamerica Financial Advisors, Inc.
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.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WA
01/11/2010 - 11/30/2012
WOODBURY FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
11/28/2000 - 12/31/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (SEATTLE WA)
IA
06/06/1995 - 12/20/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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