Unclaimed
Timothy Flanagan is a financial advisor with Visionary Wealth Advisors, LLC, and is registered with the state of Missouri. Timothy has been working in the financial industry since March 2016. Timothy holds the Series 66 and Series 7 licenses. He is a Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. Timothy is dedicated to helping clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
02/10/2022 - Present
Visionary Wealth Advisors, LLC (ST. LOUIS MO)
MO
03/02/2016 - 01/20/2022
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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