Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Stegner is a financial advisor with Orchard Securities, LLC. Timothy has been in the financial industry since June 18, 2001. Timothy is licensed in Colorado, Iowa, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Utah and Wisconsin. Timothy holds Series 6, 7, 24, 63, 66, and SIE licenses. Prior to joining Orchard Securities, Timothy worked for several financial institutions including Northern Trust Securities, Inc., Broadmark Capital, LLC, Nuveen Securities, LLC, ALPS Distributors, Inc., Blackrock Investments, LLC, FAM Distributors, Inc., Pioneer Funds Distributor, Inc., and The Variable Annuity Marketing Company.
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.
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2
UT
04/30/2024 - Present
Orchard Securities, LLC (PLEASANT GROVE UT)
IL
06/15/2018 - 01/07/2021
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
WA
01/31/2017 - 04/30/2018
BROADMARK CAPITAL, LLC (SEATTLE WA)
IL
03/11/2015 - 10/19/2016
NUVEEN SECURITIES, LLC (CHICAGO IL)
CO
01/07/2015 - 02/02/2015
ALPS DISTRIBUTORS, INC. (DENVER CO)
NY
09/29/2006 - 04/24/2013
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
04/04/2003 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
MA
04/06/2000 - 02/14/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
07/09/1998 - 02/16/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
06/26/1995 - 04/10/1998
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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