Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Beeman is a financial advisor with over 40 years of experience in the industry. Timothy is currently registered with Virtue Capital Management, LLC. Timothy has worked with a variety of clients throughout their career, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Timothy is also a licensed insurance producer and has been in the insurance industry since 1979. Timothy holds a Series 7, Series 24, and Series 63 license. Timothy provides financial planning, educational seminars, and portfolio management services to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TN
12/04/2023 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
OH
05/29/2012 - 12/26/2013
LONGEVITY CAPITAL LLC (HUDSON OH)
TN
03/09/2009 - 06/07/2010
INSTITUTIONAL CAPITAL MANAGEMENT, INC. (BRENTWOOD TN)
CA
05/02/2007 - 10/30/2008
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
12/04/2006 - 05/10/2007
GREAT AMERICAN ADVISORS, INC. (MISSION VIEJO CA)
GA
11/30/1999 - 12/04/2006
STUART SECURITIES CORP. (NORCROSS GA)
AZ
07/12/1994 - 01/21/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
FL
03/31/1994 - 07/08/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
11/15/1993 - 03/22/1994
PROGRAMMED EQUITIES CORPORATION
CA
03/09/1993 - 11/23/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
11/29/1991 - 03/12/1993
PROGRAMMED EQUITIES CORPORATION
AZ
06/18/1989 - 12/31/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/21/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
10/23/1985 - 02/20/1987
NWNL MANAGEMENT CORPORATION
NA
05/28/1986 - 01/29/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 08/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Timothy Beeman is the right advisor for you? Invested Better is here to help.
