Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Loskill is a financial advisor at Wells Fargo Clearing Services, LLC. He is a registered representative with the firm and has been in the industry since August 1985. Timothy holds Series 7, 3, 63, and 65 licenses. He has worked with various firms in the past including UBS Financial Services Inc., A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, J. W. Gant & Associates, Inc., Paine Webber Incorporated, Wilson-Davis & Co., Inc., Tidd, Lackey and Co., Inc., and Baraban Securities, Inc. Timothy specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
06/26/2014 - Present
Wells Fargo Clearing Services, LLC (NEWPORT BEACH CA)
CA
10/19/2001 - 06/09/2008
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
MO
03/25/1996 - 10/24/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/01/1994 - 04/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 02/24/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/23/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
08/21/1986 - 03/11/1987
J. W. GANT & ASSOCIATES, INC.
NA
02/23/1987 - 02/27/1987
PAINEWEBBER INCORPORATED
NA
05/13/1986 - 08/18/1986
WILSON-DAVIS & CO., INC.
NA
03/04/1985 - 07/25/1986
TIDD, LACKEY AND CO., INC.
NA
01/23/1985 - 02/19/1985
BARABAN SECURITIES, INC.
IA
Issued 06/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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