Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Headings is a financial advisor with over 25 years of experience in the financial services industry. Timothy currently works with Tiaa-Cref Individual & Institutional Services, LLC, and is registered with the state of Washington. Timothy has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc. Timothy has a wide range of experience in the financial services industry, including portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
WA
03/09/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SEATTLE WA)
WA
03/30/2010 - 08/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
07/12/1999 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
01/28/1994 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 01/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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