Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Nausin is an investment advisor representative registered with LPL Financial LLC. Timothy is a financial advisor who has been in the industry since 2006. Timothy is registered in 27 states including Alaska, Arizona, California and Colorado, and is also registered to provide investment advisory services in 20 states. Timothy has also worked for Waddell & Reed and KMS Financial Services, Inc.. The individual advisor has a Series 7, Series 24, and Series 66 license, as well as the Securities Industry Essentials (SIE) exam. Timothy specializes in providing financial planning, consulting, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WA
07/21/2021 - Present
LPL Financial LLC (SEATTLE WA)
WA
03/18/2008 - 07/21/2021
WADDELL & REED (SEATTLE WA)
WA
09/13/2006 - 03/04/2008
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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