Unclaimed
Timothy Conner is a registered representative with &partners in Nashville, Tennessee. Timothy has been in the industry since 1989. Timothy holds a Series 7, Series 63, and SIE license. Timothy is affiliated with &partners which has offices in Nashville, TN. &partners is a Registered Investment Advisor firm managing over $1 Billion in assets.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/12/1992 - Present
&partners (NASHVILLE TN)
TN
10/16/1989 - 05/16/1990
WILEY BROS. INC. (NASHVILLE TN)
TN
11/20/1985 - 10/06/1987
WILEY BROS. INC. (NASHVILLE TN)
BC
Issued 01/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Conner is the right advisor for you? Invested Better is here to help.