Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Elliott Degroot is a financial advisor with Credit Union Investment Services. Timothy is based in Greensboro, NC and has been in the industry for over 10 years. Timothy works with both individuals and families to provide financial planning and portfolio management services. Timothy is registered as an Investment Advisor Representative in North Carolina and holds the Series 63, Series 65 and Series 6TO licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
05/08/2020 - Present
Credit Union Investment Services (Greensboro NC)
IA
Issued 05/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Timothy Degroot is the right advisor for you? Invested Better is here to help.
