Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Glenn Powell is a financial advisor with Avantax Advisory Services. Timothy has been in the financial services industry for over 26 years. Timothy holds Series 6, 26, and 63 licenses and is a Certified Financial Planner. Timothy has been registered in the state of Ohio since 2023. Timothy works with a variety of clients, including individuals, businesses, and pension plans. Timothy specializes in financial planning, investment management, and retirement planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/06/2024 - Present
Avantax Advisory Services (DALLAS TX)
OH
08/23/2023 - 11/02/2023
AVANTAX INVESTMENT SERVICES, INC. (Cincinnati OH)
OH
12/22/1997 - 08/21/2023
HORAN SECURITIES, INC. (CINCINNATI OH)
CT
02/01/1994 - 12/16/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 03/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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