Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Burkhart is a financial advisor with over 20 years of experience in the industry. Timothy currently works with LPL Financial LLC and has previously worked for Morgan Stanley, Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. Timothy holds Series 63, 65, 7, and SIE licenses and is registered in several states.
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
CA
09/17/2019 - Present
LPL Financial LLC (FRESNO CA)
CA
09/28/2012 - 09/18/2019
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
CA
06/01/2009 - 10/17/2012
MORGAN STANLEY (FRESNO CA)
CA
08/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
05/18/2001 - 08/22/2007
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
NY
09/29/1998 - 05/22/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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