Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Irving Bullard, Jr. is a registered representative of Wells Fargo Advisors Financial Network, LLC. Timothy has been in the financial services industry for over 20 years. Timothy holds a Series 66, Series 3, Series 31, Series 7, Series 9, and Series 10 license. Timothy is licensed to conduct securities business in Maryland, Michigan, New Jersey, New York, North Carolina, South Carolina, Texas, and Virginia. Timothy also holds an Investment Advisor Representative license in North Carolina and Texas. In addition to his role with Wells Fargo Advisors, Timothy is the 100% owner of Bullard Investment Management, LLC.
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
NC
01/07/2016 - Present
Wells Fargo Advisors Financial Network, LLC (GREENSBORO NC)
NC
06/01/2009 - 09/14/2010
MORGAN STANLEY SMITH BARNEY (GREENSBORO NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENSBORO NC)
NC
01/20/2000 - 04/02/2007
MORGAN STANLEY DW INC. (GREENSBORO NC)
BOTH
Issued 02/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 05/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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