Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Culleton is a registered representative with Alamo Capital. Timothy has been in the securities industry since June 29, 2000. Timothy has held licenses with both THOMAS WEISEL PARTNERS LLC and Alamo Capital. Timothy has passed multiple securities exams, including the Series 63, Series 55, Series 7, and Series 57TO.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/03/2009 - Present
Alamo Capital (WALNUT CREEK CA)
CA
05/30/2000 - 03/02/2009
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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