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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Merchant is a financial advisor with Cambridge Investment Research Advisors, Inc. in Overland Park, Kansas. Timothy has been working in the financial services industry since 1997. Timothy is registered with the Securities and Exchange Commission and is a member of FINRA. Timothy specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
05/09/2023 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
05/21/2018 - 05/18/2023
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
12/07/2012 - 05/23/2018
MML INVESTORS SERVICES, LLC (Overland Park KS)
VA
02/22/2011 - 11/12/2012
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
WI
08/25/2008 - 02/22/2011
AMERICAN BEACON PARTNERS, INC. (EAU CLAIRE WI)
MO
11/13/2006 - 08/20/2008
COORDINATED CAPITAL SECURITIES, INC. (BELTON MO)
KS
11/23/2001 - 11/13/2006
VSR FINANCIAL SERVICES, INC. (OVERLAND PK KS)
MO
12/07/2000 - 12/04/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/22/2000 - 12/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
10/02/2000 - 11/17/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MN
10/29/1997 - 10/05/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 04/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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