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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edward Poore has been working in the financial services industry since 1997. Timothy Edward Poore is currently registered with Wells Fargo Clearing Services, LLC. Timothy Edward Poore holds licenses for both the state of Texas and Virginia. Timothy Edward Poore has been registered with Wells Fargo Clearing Services, LLC since November 2016. Timothy Edward Poore previously worked with FIRST UNION CAPITAL MARKETS CORP. from 1997 to 1999. Timothy Edward Poore is registered in 36 states including Texas, Virginia and California, among many others. Timothy Edward Poore is also registered as an Investment Advisor in Virginia and Texas. Timothy Edward Poore specializes in a variety of financial services such as portfolio management for businesses, portfolio management for individuals, and pension consulting. Timothy Edward Poore has a significant amount of experience in the financial services industry and has worked with a variety of clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
03/08/2000 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
NC
09/19/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 03/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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