Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Moomey is a financial advisor with LPL Financial LLC. Timothy has been in the financial industry since 1993. Timothy is registered with the state of Nebraska and Texas. He is also registered as an investment advisor representative in Nebraska and Texas. Timothy has earned the Certified Financial Planner designation. Timothy has been a teacher at Holdrege High School since 2013. Prior to joining LPL Financial LLC, Timothy was a registered representative with Securities America, Inc. for 18 years. Timothy has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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
NE
03/02/2020 - Present
LPL Financial LLC (HOLDREGE NE)
NE
03/20/2002 - 03/02/2020
SECURITIES AMERICA, INC. (HOLDREGE NE)
CA
01/22/1993 - 03/19/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Moomey is the right advisor for you? Invested Better is here to help.
