Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Apple is a financial advisor registered in North Carolina and Texas. Timothy is currently registered with Vanguard Advisers, Inc. and has been in the industry since February 11, 2019. Timothy has passed the Series 66, SIE, and Series 7 exams. Prior to working for Vanguard Advisers, Inc. Timothy worked for AMERITAS INVESTMENT CORP. and SPIRE SECURITIES, LLC.
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.
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
NC
09/14/2021 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
VA
03/04/2019 - 08/07/2019
AMERITAS INVESTMENT CORP. (CENTREVILLE VA)
VA
03/27/2018 - 04/30/2018
SPIRE SECURITIES, LLC (MCLEAN VA)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Apple is the right advisor for you? Invested Better is here to help.
