Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Elliott is a financial advisor with LPL Financial LLC. Timothy is a registered representative and investment advisor representative, licensed in Missouri and many other states. Timothy has been in the financial services industry since 2020. Timothy has a Series 7, Series 63, and Series 65 licenses. Previously, Timothy has worked for WELLS FARGO CLEARING SERVICES, LLC and TD Ameritrade.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
06/26/2024 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
05/26/2021 - 10/17/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/07/2020 - 04/06/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 06/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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