Unclaimed
Timothy Jason Clarke is a registered investment advisor with Fifth Third Securities, Inc. based in Cincinnati, Ohio. Timothy has been in the financial services industry since 1991 and is licensed in all 50 states. Timothy specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Timothy is also a registered representative of Fifth Third Securities, Inc. and holds several industry licenses, including Series 4, 53, 24, 52TO, 7, 6 and 66.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/30/2021 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
RI
02/24/1998 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/12/1991 - 02/24/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 8/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/2/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/9/2023
Series 4 - Registered Options Principal Examination
BC
Issued 8/5/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 9/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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