Unclaimed
Timothy Roe is a financial advisor with Farmers Financial Solutions, LLC, a company based in San Dimas, CA. Timothy has been in the financial services industry since 2000. He holds Series 6, 26, and 63 securities licenses and is registered with FINRA. Timothy is also registered with the state of California and several other states to sell securities. Timothy has over 20 years of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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.
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2
CA
09/08/2000 - Present
Farmers Financial Solutions, LLC (SAN DIMAS CA)
IL
07/24/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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