Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bellars is a financial advisor with over 30 years of experience. He is registered to provide investment advice and securities brokerage services in 34 states. Timothy has a strong background in the industry, having previously worked for Merrill Lynch, UBS Financial Services, and Raymond James. Timothy currently works for Consolidated Planning Corporation, an independent Registered Investment Advisor, and also owns and manages Bellars Harris Wealth Management, LLC, a support company that provides a range of financial services. Timothy is a dedicated advisor who is committed to helping 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.
Helps you choose top advisors aligned with your financial goals.
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.
Third-party advisory fees
1
2
VA
09/20/2022 - Present
Consolidated Planning Corp. (Virginia Beach VA)
VA
04/15/2005 - 05/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
NJ
04/17/1995 - 04/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/30/1993 - 11/14/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
WI
01/22/1990 - 03/31/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
11/07/1988 - 03/31/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
NY
10/05/1989 - 12/22/1989
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/05/1989 - 12/22/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
WI
12/22/1988 - 08/29/1989
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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