Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Harold Kallas is an Investment Advisor Representative associated with Mercer Global Advisors Inc. Timothy has been in the industry since 1994 and has a history of working with various financial institutions, including Mizuho Securities USA Inc., Caris & Company, Inc., Oppenheimer & Co. Inc., Wells Fargo Securities, LLC, Robertson Stephens, Inc., J.P. Morgan Securities Inc. and Bear, Stearns & Co. Inc. Timothy's expertise lies in providing financial planning, pension consulting, educational seminars and portfolio management for both individuals and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CA
01/29/2020 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
CA
11/02/2011 - 05/09/2013
MIZUHO SECURITIES USA INC. (SAN FRANCISCO CA)
CA
11/19/2008 - 10/31/2011
CARIS & COMPANY, INC. (SAN FRANCISCO CA)
CA
01/04/2006 - 08/20/2008
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
10/17/2002 - 08/19/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
01/04/2001 - 07/23/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
04/29/1999 - 12/11/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/16/1994 - 04/29/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Timothy Kallas is the right advisor for you? Invested Better is here to help.
