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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Minor is a financial advisor in Eatonton, GA. Timothy has been in the industry since 1982 and currently works for Lincoln Investment. Timothy previously worked for LEGEND EQUITIES CORPORATION, CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy is registered with FINRA and the state of Georgia as a Registered Representative and Investment Advisor Representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
04/30/2019 - Present
Lincoln Investment (Eatonton GA)
GA
03/13/2009 - 01/03/2017
LEGEND EQUITIES CORPORATION (Eatonton GA)
NY
02/15/2002 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (SARATOGA SPRINGS NY)
NY
01/25/1982 - 02/21/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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