Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bailey is a financial advisor with over 17 years of experience in the industry. Timothy is registered with LPL Financial LLC and has held previous roles with Essex National Securities, LLC, INFINEX INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC., and The Huntington Investment Company. Timothy is also a registered Investment Advisor in Michigan and Texas. Timothy is licensed to provide financial advice in Florida, Georgia, Illinois, Indiana, Michigan, Mississippi, North Carolina, and Texas.
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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MI
08/07/2023 - Present
LPL Financial LLC (KALAMAZOO MI)
MI
07/01/2016 - 11/03/2017
INFINEX INVESTMENTS, INC. (PORTAGE MI)
MI
01/31/2013 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (PORTAGE MI)
MI
04/07/2010 - 02/08/2013
FIFTH THIRD SECURITIES, INC. (PORTAGE MI)
MI
09/27/2007 - 03/23/2010
THE HUNTINGTON INVESTMENT COMPANY (PORTAGE MI)
MI
09/06/2005 - 08/09/2007
NATCITY INVESTMENTS, INC. (VICKSBURG MI)
MN
01/12/2005 - 07/26/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/12/2005 - 07/26/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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