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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Russell is a financial advisor with Geneos Wealth Management, Inc. He has been in the financial services industry since 2003. Timothy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Timothy is registered with the state of Pennsylvania, as well as several other states, and holds a Certified Financial Planner designation.
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.
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2
PA
04/23/2007 - Present
Geneos Wealth Management, Inc. (DOUGLASSVILLE PA)
CO
05/26/2000 - 11/07/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
08/17/1998 - 01/07/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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