Unclaimed
Timothy Cowhey is an investment advisor representative at Buckingham Strategic Wealth, LLC. Timothy has been in the industry since 2013 and has a Series 7, Series 66, and SIE license. Timothy is also a Certified Financial Planner.
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.
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
MO
03/17/2016 - Present
Buckingham Strategic Wealth, LLC (ST LOUIS MO)
MO
06/05/2013 - 11/18/2014
MORGAN STANLEY (ST. LOUIS MO)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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