Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bellinger is a financial advisor with over 30 years of experience in the industry. He has a wide range of experience in various financial services firms. He is currently registered with Cambridge Investment Research Advisors, Inc. and has a total of 13 state registrations. Timothy is a Certified Financial Planner and has passed the Series 6, 7, 24, 63, and 65 exams. Timothy's specializations include: retirement planning, insurance, investments, college planning, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
12/04/2023 - Present
Cambridge Investment Research Advisors, Inc. (Dallas OR)
OR
10/16/2020 - 12/09/2022
CANTELLA & CO., INC. (Dallas OR)
OR
01/07/2003 - 10/16/2020
KMS FINANCIAL SERVICES, INC. (Dallas OR)
CA
06/18/2001 - 01/07/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
11/29/1996 - 06/29/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
11/29/1995 - 12/06/1996
DAIN BOSWORTH INCORPORATED
NJ
10/07/1991 - 12/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/07/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Bellinger is the right advisor for you? Invested Better is here to help.
