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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mansell is a financial advisor with PFG Advisors in Oakland, CA. Timothy has been in the financial industry for over 30 years. He is a Certified Financial Planner and holds both Series 7 and Series 65 licenses. He has experience in investment advisory, portfolio management, and financial planning. Timothy has previously worked for OSAIC WEALTH, INC., SECURITIES AMERICA, INC., WELLS FARGO CLEARING SERVICES, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., HOWE BARNES HOEFER & ARNETT, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, RAYMOND JAMES FINANCIAL SERVICES, INC., GARBAN LLC, and GARVIN GUYBUTLER LLC. Timothy focuses on providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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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CA
04/06/2018 - Present
PFG Advisors (Oakland CA)
CA
06/14/2024 - 08/21/2024
OSAIC WEALTH, INC. (Oakland CA)
CA
04/02/2018 - 06/14/2024
SECURITIES AMERICA, INC. (ALAMEDA CA)
CA
07/01/2014 - 04/11/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (HERCULES CA)
CA
07/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HERCULES CA)
CA
02/27/2009 - 07/13/2009
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
CA
03/30/1999 - 03/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
FL
11/25/1998 - 02/01/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
04/17/1997 - 10/02/1998
GARBAN LLC (NEW YORK NY)
NJ
07/25/1987 - 10/02/1998
GARVIN GUYBUTLER LLC (JERSEY CITY NJ)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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