Unclaimed
Timothy Hulse is a financial advisor with over 40 years of experience. Timothy is currently registered with Osaic Wealth, Inc. in Overland Park, KS. Timothy has previously worked with Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, New England Securities Corporation and Pruco Securities Corporation. Timothy specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals 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.
1
2
KS
01/19/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
05/12/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
06/01/2005 - 05/18/2006
AXA ADVISORS, LLC (OVERLAND PARK KS)
NY
09/27/1989 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/27/1988 - 10/03/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
09/07/1983 - 03/29/1988
PRUCO SECURITIES CORPORATION
BC
Issued 11/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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