Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vorel is a financial advisor with over 30 years of experience in the industry. Timothy is registered with Osaic Wealth, Inc. and has been in the business since 1993. He holds licenses for both broker-dealer and investment advisor activities. Timothy has extensive experience in financial planning, portfolio management, and pension consulting. He works with a diverse range of clients, including individuals, businesses, and charitable organizations. Timothy is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
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2
GA
01/19/2024 - Present
Osaic Wealth, Inc. (RINCON GA)
GA
06/04/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RINCON GA)
GA
08/09/1993 - 06/10/2010
THRIVENT INVESTMENT MANAGEMENT INC. (RINCON GA)
BOTH
Issued 09/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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