Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Cleveland is a financial advisor with over 15 years of experience in the industry. Timothy is currently registered with LPL Financial LLC and has previously been registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and EDWARD JONES. Timothy holds Series 7, 24, and 66 securities licenses, as well as the SIE exam. Timothy provides financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Timothy's office is located in Paris, Arkansas.
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.
1
2
AR
08/12/2019 - Present
LPL Financial LLC (PARIS AR)
AR
04/17/2015 - 08/13/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PARIS AR)
AR
09/14/2007 - 04/22/2015
EDWARD JONES (PARIS AR)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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