Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bolinski is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. Timothy has over 10 years of experience in the financial services industry. Timothy is a Certified Financial Planner™ and holds the Series 7, Series 66, and SIE licenses. Timothy is also registered to provide investment advisory services in Maryland, New Jersey, Pennsylvania, and Virginia. Timothy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, 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.
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
PA
03/05/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (King of Prussia PA)
PA
07/21/2015 - 05/24/2018
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
12/17/2014 - 07/30/2015
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
PA
07/16/2013 - 04/14/2015
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BOTH
Issued 03/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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