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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Clarey is a financial advisor registered with Wells Fargo Clearing Services, LLC. Timothy has been in the financial services industry since 2007 and has a wide range of experience in investments. Timothy is a registered representative with the state of North Carolina, and is also registered as an investment advisor representative. Timothy has worked for Wells Fargo Clearing Services, LLC since 2016, and previously worked for Wells Fargo Advisors LLC and Wachovia Bank, N.A. Timothy's credentials include Series 6, Series 7, Series 63 and Series 65 licenses. Timothy has a strong commitment to providing clients with the best possible financial advice, and is dedicated to helping them reach 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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
06/07/2012 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
IA
Issued 06/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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