Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Derrell Wells is a financial advisor at Fidelity Personal And Workplace Advisors. Timothy has been in the industry for over 10 years and has experience working with individuals, families, and small businesses. Timothy holds a Series 7, 63, and 66 securities licenses and is registered to provide investment advice in Texas and Oklahoma. Timothy is also licensed to sell insurance in multiple states. In addition to his financial advisory work, Timothy is an independent contractor for Garden Oaks Church of Christ, where Timothy teaches bible classes and supports church activities.
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.
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.
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TX
03/29/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
NC
05/14/2021 - 02/22/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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