Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Walla is a financial advisor with Ameritas Advisory Services, LLC. He has been a registered investment advisor since November 2021. He is also registered with the state of Texas as a Resident Investment Advisor. Timothy Walla has been in the financial services industry for over 20 years. He holds licenses and certifications in multiple jurisdictions including Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, Nevada, North Carolina, Oklahoma, Pennsylvania, Texas, Utah, Virginia, and Washington. Timothy Walla specializes in providing financial planning services to individuals, businesses, and corporations. He also provides portfolio management services. Walla is a licensed insurance agent and offers a variety of insurance products. He is also a registered representative with the state of Kansas.
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.
Solicitor fees
1
2
KS
11/01/2021 - Present
Ameritas Advisory Services, LLC (Overland Park KS)
AZ
02/28/2000 - 11/09/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 06/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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