Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Dean Weir is an investment advisor representative registered with LPL Financial LLC. Timothy has been in the securities industry since July 19, 2002. Timothy has also been registered with Waddell & Reed in the past. Timothy is registered in 23 states for both broker-dealer and investment advisor activities and has passed Series 6, 7, 63, 66 and SIE exams. Timothy works out of the LPL Financial LLC office in Grandville, MI.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
07/21/2021 - Present
LPL Financial LLC (GRANDVILLE MI)
MI
03/01/2004 - 07/21/2021
WADDELL & REED (GRANDVILLE MI)
KS
05/20/2002 - 12/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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