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 Snodgrass is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Realta Equities, Inc. in Wilmington, Delaware. Timothy has previously worked at ARETE WEALTH MANAGEMENT, LLC in Newport Beach, California and ARI FINANCIAL SERVICES, INC. in Carlsbad, California. Timothy holds Series 63, SIE, and Series 22 licenses. Timothy is licensed to sell securities in 51 states and the District of Columbia.
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.
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.
1
2
DE
05/05/2021 - Present
Realta Equities, Inc. (WILMINGTON DE)
CA
03/07/2016 - 05/04/2021
ARETE WEALTH MANAGEMENT, LLC (Newport Beach CA)
CA
01/08/2014 - 03/04/2016
ARI FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
10/07/2013 - 10/08/2014
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
CA
07/26/2006 - 12/31/2013
ARI FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
05/25/2005 - 08/29/2006
BURCH & COMPANY, INC (SAN CLEMENTE CA)
CA
03/11/2002 - 05/31/2005
JAMES HAROLD GOODE, JR. (SAN CLEMENTE CA)
MO
09/14/2001 - 02/14/2002
BURCH & COMPANY, INC (KANSAS CITY MO)
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Snodgrass is the right advisor for you? Invested Better is here to help.
