Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edward Bowles is a financial advisor in TOBACCOVILLE, NC. Timothy is a registered representative and investment advisor representative with Cuso Financial Services, LP. Timothy has over 30 years of experience in the financial services industry and has held positions at several other firms in the past. Timothy holds Series 7 and 63 securities licenses as well as Series 65 investment advisor license. Timothy focuses on providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Timothy specializes in helping clients with retirement planning, college savings, and estate planning.
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.
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2
NC
03/20/2002 - Present
Cuso Financial Services, LP (TOBACCOVILLE NC)
WI
07/13/1999 - 11/03/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
04/24/1997 - 06/08/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
04/07/1993 - 04/18/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
04/03/1991 - 03/10/1993
F.N. WOLF & CO., INC.
IA
Issued 11/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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