Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Helfer is a financial advisor with The Leaders Group, Inc. based in Littleton, Colorado. Timothy has been in the financial services industry since August 24, 1987 and has a strong track record of providing financial advice. Timothy is a licensed Series 6, 7, 22 and SIE representative. Timothy has been registered in several states, including Florida, Kansas, Louisiana, Missouri, and Ohio.
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.
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.
1
2
CO
02/05/2024 - Present
THE Leaders Group, Inc. (LITTLETON CO)
KS
08/17/2021 - 02/20/2024
SANCTUARY SECURITIES, INC. (LEAWOOD KS)
KS
06/01/1998 - 08/11/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)
IN
10/31/2001 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/20/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 08/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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