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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lance Oman is a financial advisor with over 20 years of experience in the industry. Timothy currently works with Benjamin F. Edwards & Company, Inc. in the St. Louis, MO area. Previously Timothy has worked for Wells Fargo Advisors, LLC and Centaurus Financial, Inc. Timothy holds a Series 6, Series 7, Series 63, Series 66, Series 6TO, and SIE license. Timothy specializes in a variety of services including portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting, educational seminars, and selection of other advisers.
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
MO
01/24/2023 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
08/11/2010 - 06/16/2015
WELLS FARGO ADVISORS, LLC (WOODSTOCK IL)
CA
10/30/1997 - 08/28/1998
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
GA
12/10/1993 - 05/19/1997
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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