Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Webster is a registered representative with Planmember Securities Corp. based in GRANBURY, TX. Timothy is a financial advisor with over 25 years of experience in the industry. Timothy has been with Planmember Securities Corp. since 2006. Previous to that, Timothy was with ARAGON FINANCIAL SERVICES, INC. from 1996 to 1998. Timothy is licensed in Texas and is also registered with the state of Colorado. Timothy has held the Series 6, Series 26, and Series 63 licenses. Timothy is currently approved to provide investment advice in Arkansas and Texas. Timothy has several specializations including retirement planning, investment planning, education planning, estate planning, and insurance. Timothy is also a proprietor of Compass Financial Services, a business that provides financial services, insurance, and educational seminars.
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.
Provides investment supervisory services
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.
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TX
03/17/2006 - Present
Planmember Securities Corp. (GRANBURY TX)
CA
08/16/1996 - 12/31/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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