Unclaimed
Timothy McNeely is a financial advisor at Farther Finance Advisors in Bakersfield, California. Timothy is a Certified Financial Planner and has been in the financial services industry since 2001. Timothy has a wide range of experience, having worked for Raymond James and Citigroup Global Markets in the past. Timothy offers financial planning, portfolio management, and pension consulting services to individuals and families.
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.
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
CA
10/18/2024 - Present
Farther (BAKERSFIELD CA)
CA
05/22/2009 - 03/18/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTHRIDGE CA)
CA
06/06/2005 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
NY
07/23/2001 - 08/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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