Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Charles Rozelle is a registered representative with Retirement Plan Advisors, LLC. Timothy has been in the financial services industry since July 1987, working for several other firms before joining Retirement Plan Advisors, LLC. Timothy is licensed to offer securities in Florida, Michigan, Oklahoma and Utah. Timothy is a registered investment advisor in Michigan. Timothy is also a coach/sponsorship coordinator for Northwest Little League, and a finance committee member for Frontline Community Church.
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
IL
09/28/2010 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
OH
03/12/1996 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IN
02/21/1995 - 06/27/1996
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
01/01/1991 - 02/29/1996
STATE FIRST FINANCIAL, INC.
MI
09/04/1987 - 01/17/1991
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
NA
04/29/1987 - 06/05/1987
FIRST INVESTORS CORPORATION
IA
Issued 09/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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