Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bayee is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with First Trust Advisors LP and has been with the firm since September 2012. Timothy holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Before joining First Trust Advisors LP, Timothy worked at TD Ameritrade, Inc., Northwestern Mutual Investment Services, LLC, Midamerica Financial Services, Inc., Samuels Chase & Co., Inc., Van Kampen Funds Inc., and Atel Securities Corporation. Timothy has specialized experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. In addition to his professional experience, Timothy is also a volunteer for the City of Wheaton Police Pension Board.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
09/17/2012 - Present
First Trust Advisors LP (WHEATON IL)
IL
07/30/2012 - 10/02/2012
TD AMERITRADE, INC. (SCHAUMBURG IL)
IL
11/16/2011 - 07/12/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OAK BROOK IL)
MO
09/13/2010 - 09/30/2011
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
CA
04/02/2009 - 08/19/2010
SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)
IL
07/03/2002 - 12/24/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
CA
09/27/2001 - 07/02/2002
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
TX
12/24/1998 - 09/27/2001
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 10/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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