Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edgar is a financial advisor at Raymond James Financial Services Advisors, Inc., with experience in the financial industry since December 2013. Timothy is registered as a Broker-Dealer and Investment Advisor Representative in Colorado and has passed several industry exams including Series 6, 7, 63, and 65, as well as the SIE exam. Previously, Timothy was associated with Northwestern Mutual Investment Services, LLC in Sterling, Colorado. Timothy offers financial planning, portfolio management, and educational seminars to a range of clients, including individuals, businesses, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
09/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (STERLING CO)
CO
10/03/2013 - 12/10/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (STERLING CO)
IA
Issued 05/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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