Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy David Nelson is a registered investment advisor representative with Merit Financial Advisors. Timothy has been in the financial industry since 2013, with experience in providing financial advice to individuals, corporations, and charitable organizations. Timothy holds the Series 66, Series 7TO, and SIE exams, and is licensed to provide investment advice in Oklahoma. Timothy has previously worked with LPL Financial LLC, Avantax Investment Services, Inc., and 1ST GLOBAL CAPITAL CORP.
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.
Consulting fees
1
2
OK
02/18/2021 - Present
Merit Financial Advisors (EDMOND OK)
OK
01/19/2023 - 08/16/2024
LPL FINANCIAL LLC (PERRY OK)
OK
10/25/2019 - 01/19/2021
AVANTAX INVESTMENT SERVICES, INC. (EDMOND OK)
TX
10/17/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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