Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kelly has been providing financial advice to clients for over 20 years. Timothy has been registered with the Securities and Exchange Commission since 2001 and holds a Series 7 and Series 66 license. Timothy currently works as a Registered Investment Advisor Representative at Gladstone Wealth Partners. Timothy’s areas of expertise include retirement planning, general consulting, and referral services. Timothy has specialized in providing services for high net worth individuals, charitable organizations, corporations, and pension and profit-sharing 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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
1
2
NE
03/02/2022 - Present
Gladstone Wealth Partners (OMAHA NE)
NE
01/01/2008 - 11/03/2017
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
07/20/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OMAHA NE)
NE
05/17/2001 - 08/03/2007
RBC DAIN RAUSCHER INC. (OMAHA NE)
BOTH
Issued 05/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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