Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy G Cors is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Timothy has been in the industry since 2010. Timothy is registered in Arkansas, California, Massachusetts, Missouri, Oklahoma, and Utah. Timothy holds the Series 3, Series 7, Series 9, Series 10, and Series 66 licenses. Timothy also has the Series SIE license. Timothy is also a registered investment advisor in California, Missouri, and Oklahoma. Timothy has experience providing investment consulting services to institutional clients and financial planning, pension consulting, and portfolio management services to individuals and businesses. Timothy is also involved in selecting other advisors for clients.
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.
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.
Investment consulting services to institutional clients
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
CA
04/03/2018 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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