Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wright is a financial advisor with over 35 years of experience in the industry. Timothy is currently registered with Creative Financial Designs, Inc. in London, OH and Kokomo, IN. Prior to joining Creative Financial Designs, Inc., Timothy was with AMVEST SECURITIES, INCORPORATED in Dublin, OH. Timothy offers a range of financial services, including financial planning, educational seminars, and portfolio management. He holds the Series 6, 7, and 65 licenses. Timothy also has a Series 63 license. Timothy has a broad range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
08/11/2008 - Present
Creative Financial Designs, Inc. (LONDON OH)
OH
07/29/2003 - 09/08/2008
AMVEST SECURITIES, INCORPORATED (DUBLIN OH)
OH
05/08/2000 - 12/31/2002
AMVEST SECURITIES, INCORPORATED (COLUMBUS OH)
NJ
01/18/1988 - 02/12/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
03/27/1986 - 01/30/1988
MOLLMANN & ASSOCIATES SECURITIES, INC.
NA
11/13/1984 - 12/18/1985
PRUCO SECURITIES CORPORATION
BC
Issued 05/31/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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