Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kay is a registered Investment Advisor Representative with Investment Managers Group, LLC. Timothy has been in the financial industry since 2007. Timothy is licensed to provide investment advice in Arizona, California, and Texas. Timothy has passed the Series 7, Series 66, and Series 99TO exams. Timothy also has experience with Wells Fargo Advisors, LLC. Timothy is committed to providing personalized financial advice to clients.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/30/2012 - Present
Investment Managers Group, LLC (TEMECULA CA)
CA
01/01/2008 - 05/31/2012
WELLS FARGO ADVISORS, LLC (LAKE ELSINORE CA)
BOTH
Issued 04/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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