Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Shank has been in the financial services industry since 1987. Currently, Timothy is registered with Geneos Wealth Management, Inc. in Virginia and Texas. Previously, Timothy was registered with United Securities Alliance, Inc., Cambridge Investment Research, Inc., Multi-Financial Securities Corporation, and American Express Financial Advisors Inc. Timothy is a Certified Financial Planner and holds the Series 31, Series 7 and Series 63 licenses. Timothy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Timothy also represents insurance companies for fixed business only.
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
VA
03/24/2004 - Present
Geneos Wealth Management, Inc. (ROANOKE VA)
CO
06/11/2003 - 03/24/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
01/02/2003 - 06/13/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CO
07/02/1998 - 12/31/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
11/25/1987 - 07/21/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Shank is the right advisor for you? Invested Better is here to help.
