Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Irwin is a financial advisor with over 19 years of experience in the financial services industry. Timothy currently works at Wells Fargo Advisors Financial Network, LLC where Timothy has been employed since 2021. Previous to that, Timothy was employed at Nationwide Investment Services Corporation, Meeder Investment Management, Inc., Montage Securities, LLC and J.P. Morgan Institutional Investments Inc.. Timothy specializes in providing financial planning services to individuals, businesses, and institutions. Timothy is a registered representative and investment advisor representative in the state of Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
OH
02/11/2021 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
OH
03/21/2019 - 03/10/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
06/08/2017 - 02/04/2019
MEEDER INVESTMENT MANAGEMENT, INC. (DUBLIN OH)
KS
01/29/2015 - 05/10/2016
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
OH
04/03/2014 - 01/12/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (WESTERVILLE OH)
IN
07/12/2011 - 07/02/2013
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
OH
01/03/2011 - 02/04/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
05/12/2006 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
MO
07/19/2004 - 10/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
09/22/2000 - 03/12/2004
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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