Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Woods is a financial advisor with over 25 years of experience in the industry. Timothy is currently registered with LPL Financial LLC, a broker-dealer, and an investment advisor. Timothy has been with LPL Financial LLC since November 2019 and previously worked at Ameriprise Financial Services, Inc., Ivy Distributors, Inc., Waddell & Reed, Pioneer Funds Distributor, Inc., and Princor Financial Services Corporation. Timothy has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. Timothy Woods is dedicated to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
07/07/2022 - Present
LPL Financial LLC (PEORIA AZ)
AZ
08/02/2017 - 11/14/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Phoenix AZ)
KS
10/09/2003 - 08/16/2017
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
09/08/2003 - 08/16/2017
WADDELL & REED (OVERLAND PARK KS)
MA
04/14/1998 - 08/21/2002
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
09/26/1996 - 11/19/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 06/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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