Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy George Hausmann is a financial advisor with over 30 years of experience in the industry. Timothy currently works for Cambridge Investment Research Advisors, Inc. Prior to that, Timothy was an advisor at Nationwide Securities, LLC and 1717 Capital Management Company. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and holds several industry licenses including Series 6, 7, 26, 63, 65, and 66. Timothy holds the Certified Financial Planner (CFP) designation, which is a mark of distinction in the financial planning profession. Timothy specializes in providing financial planning, retirement planning, and investment management services to individual clients. Timothy is also an independent insurance agent for various independent insurance companies. Timothy owns several businesses, including Hausmann Financial Wealth Management, Hausmann Properties, TGHausmann, LLC, Carolinas Coverage Insurance Agency, LLC, and Hausmann Insurance & Financial Services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
03/16/2020 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
08/01/2008 - 12/31/2019
NATIONWIDE SECURITIES, LLC (CHARLOTTE NC)
NC
06/11/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CHARLOTTE NC)
NC
04/02/2001 - 08/30/2007
NATIONWIDE SECURITIES, INC. (CHARLOTTE NC)
NY
09/27/2000 - 02/16/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
07/07/1987 - 06/21/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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