Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stoller is an Investment Advisor Representative with Oneascent Financial Services LLC. Timothy is based in Van Wert, Ohio and has been working in the financial industry for over 20 years. Timothy has a strong background in financial planning, portfolio management, and pension consulting. Before joining Oneascent, Timothy worked at LPL Financial LLC and Edward Jones. He holds Series 7, 63, and 66 licenses and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Timothy focuses on providing personalized financial advice to individuals, families, 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.
Consulting
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
OH
09/22/2023 - Present
Oneascent Financial Services LLC (Van Wert OH)
OH
03/12/2012 - 10/03/2023
LPL FINANCIAL LLC (VAN WERT OH)
OH
06/19/2000 - 03/13/2012
EDWARD JONES (VAN WERT OH)
FL
04/26/2000 - 05/04/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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