Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Harper is a financial advisor with over 20 years of experience in the industry. Harper is currently registered with Zacks Investment Management, Inc. in Florida and Kentucky, and has previously held positions with Ameriprise Advisor Services, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Harper holds the Series 7, Series 31, and Series 66 licenses. In addition to his role at Zacks Investment Management, Inc., Harper is also a Director at Existence Technologies, Inc., a cyber security company. Harper focuses on providing financial planning and portfolio management services to individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/23/2009 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
KY
09/11/2003 - 03/24/2009
AMERIPRISE ADVISOR SERVICES, INC. (LOUISVILLE KY)
KY
12/22/2000 - 09/10/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BC
Issued 10/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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