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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 David Cashdollar is a financial advisor at Confluence Financial Partners. Timothy has been in the industry for over 20 years. He holds the Series 6, 7, 63, and 65 licenses. Timothy specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He also offers investment advice to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Timothy is committed to providing his clients with the highest quality financial advice and guidance.
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.
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.
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2
PA
08/30/2024 - Present
Confluence Financial Partners (Grove City PA)
PA
09/03/2013 - 09/03/2024
CETERA ADVISOR NETWORKS LLC (GROVE CITY PA)
PA
01/09/2008 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GROVE CITY PA)
MA
01/01/2002 - 01/04/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
12/01/2000 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 08/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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