Unclaimed
Timothy Urquhart is a financial professional with over two decades of experience in the industry. Timothy has been with Janus Henderson Distributors US LLC since 2009, working out of the Denver, CO office. Previously, Timothy worked with PWMCO, LLC and First Analysis Securities Corporation. Timothy is a Series 7 and Series 66 licensed representative.
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.
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.
1
2
CO
02/02/2009 - Present
Janus Henderson Distributors US LLC (DENVER CO)
IL
01/15/2004 - 12/31/2008
PWMCO, LLC (CHICAGO IL)
IL
12/08/1999 - 05/17/2002
FIRST ANALYSIS SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Urquhart is the right advisor for you? Invested Better is here to help.