Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Redmond is a financial advisor with over 35 years of experience in the financial services industry. Currently, Timothy is a Registered Representative and Investment Advisor Representative with The Ameriflex Group, a firm with over $6.5 billion in assets under management. Timothy is also a Managing Member of Chartwell Gardens LLC, a small group of investors in a single family residence. Prior to his current role, Timothy held positions with SAGEPOINT FINANCIAL, INC., Cetera Advisor Networks LLC, and Girard Securities, INC. Timothy holds Series 6, 7, 22, 24, 51, 63, and 66 licenses. Timothy is a Certified Financial Planner.
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.
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
CA
01/02/2021 - Present
THE Ameriflex Group (Fullerton CA)
CA
08/06/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
CA
11/01/2017 - 08/11/2020
CETERA ADVISOR NETWORKS LLC (FULLERTON CA)
CA
03/11/2009 - 11/01/2017
GIRARD SECURITIES, INC. (FULLERTON CA)
CA
10/31/2005 - 03/19/2009
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
AZ
11/16/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
PA
02/12/2003 - 03/24/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
07/18/1997 - 12/31/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/15/1997 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CA
01/29/1993 - 05/02/1997
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CA
01/09/1992 - 02/17/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
PA
07/17/1987 - 01/13/1992
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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