Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ellsworth Payne is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since November 2016. Prior to that, Timothy was registered with Salomon Smith Barney Inc. from February 2001 to October 2002. Timothy holds the Series 3, 7, 63, and 65 licenses, as well as the SIE exam. Timothy is a Certified Financial Planner and specializes in providing financial planning services to individuals, businesses, and institutions. Timothy's experience and expertise make him a valuable resource for clients seeking financial guidance.
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
UT
10/16/2002 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
NY
02/01/2001 - 10/22/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 3 - National Commodity Futures Examination
BC
Issued 11/30/2000
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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