Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Bodner is an experienced financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Osaic Wealth, Inc., a firm with a long history of providing financial advice to individuals and families. He is dedicated to providing personalized financial advice to help clients achieve their goals, such as retirement planning, investment management, and estate planning. Timothy is also a Registered Representative with FINRA and is licensed to provide financial advice in multiple states. He is committed to providing clients with the highest level of service and expertise.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (St. Petersburg FL)
FL
10/20/2015 - 11/08/2017
PROEQUITIES, INC. (LARGO FL)
FL
09/21/2015 - 11/12/2015
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
FL
11/22/2013 - 10/09/2015
NATIONAL SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
10/30/2009 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (CLEARWATER FL)
FL
05/14/2004 - 11/05/2009
QA3 FINANCIAL CORP. (ST PETERSBURG FL)
AZ
12/02/2002 - 05/14/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
03/29/1999 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
01/24/1994 - 04/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/21/1993 - 01/26/1994
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
10/21/1992 - 10/07/1993
REPUBLIC SECURITIES, INC.
IL
09/08/1992 - 10/23/1992
INDEX SECURITIES, INC. (CHICAGO IL)
NJ
04/19/1990 - 09/11/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/05/1989 - 05/10/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
PA
09/24/1988 - 12/12/1989
DELAWARE DISTRIBUTORS,INC. (PHILADELPHIA PA)
NA
01/20/1988 - 09/29/1988
VANGUARD MARKETING CORPORATION
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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