Unclaimed
Timothy Williamson is a financial advisor with U.S. Bancorp Investments, Inc. Timothy has been a registered representative since 2002. Timothy is a Registered Representative in Ohio. Timothy has a broad range of experience in the financial services industry and has worked with various firms over the past twenty years. Prior to joining U.S. Bancorp Investments, Inc., Timothy worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., Wunderlich Securities, Inc., Nationwide Investment Services Corporation, Banc One Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Timothy is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
12/05/2023 - Present
U.s. Bancorp Investments, Inc. (Columbus OH)
CA
10/01/2012 - 10/25/2013
J.P. MORGAN SECURITIES LLC (CHATSWORTH CA)
OH
03/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
03/31/2009 - 10/28/2010
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
02/13/2008 - 01/14/2009
WUNDERLICH SECURITIES, INC. (LEWIS CENTER OH)
OH
01/05/2007 - 02/01/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
07/06/2005 - 01/09/2007
CHASE INVESTMENT SERVICES CORP. (PICKERINGTON OH)
IL
01/21/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
10/02/2002 - 07/14/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/02/2002 - 07/14/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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