Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bol is a financial advisor with Cambridge Investment Research Advisors, Inc. Timothy has been in the industry since 2008 and has held previous positions with MML Investors Services, LLC, MSI Financial Services, Inc., Signator Investors, Inc. and MetLife Securities Inc.. Timothy is registered to provide investment advice and sell securities in Florida, Georgia, Michigan, Missouri, North Carolina and South Carolina. Timothy holds the Series 6, Series 63, Series 65 and SIE securities licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
07/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Orlando FL)
FL
03/25/2017 - 07/20/2018
MML INVESTORS SERVICES, LLC (TITUSVILLE FL)
FL
08/15/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/13/2012 - 08/02/2013
SIGNATOR INVESTORS, INC. (MAITLAND FL)
FL
08/26/2008 - 08/06/2012
METLIFE SECURITIES INC. (ORLANDO FL)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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