Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Cazalas is a financial advisor with Avantax Advisory Services, a large financial firm with offices throughout the country. Timothy has been in the financial industry for over 20 years and has experience working with a variety of clients, including individuals, businesses, and retirement plans. He has a strong background in financial planning and investment management. Timothy's previous employment includes positions at Securities America, Inc. and 1st Global Capital Corp. He also owns and operates several businesses in the oil and gas exploration sector.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
TX
06/29/2005 - Present
Avantax Advisory Services (CORPUS CHRISTI TX)
NE
07/21/2003 - 04/01/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
10/22/2001 - 08/08/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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