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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 Laverne Whetro is an investment advisor representative registered with Capital Investment Advisory Services, LLC. Timothy has been in the securities industry since August 1988 and has held various positions at prominent financial institutions. Timothy currently holds a Series 6, 7, 24, 63, and 65 license. Timothy's expertise includes financial planning, portfolio management for businesses and individuals, and selection of other advisors. Timothy is a Certified Financial Planner and has worked with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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
OH
01/02/2020 - Present
Capital Investment Advisory Services, LLC (TOLEDO OH)
OH
05/23/2003 - 04/23/2009
NRP FINANCIAL, INC. (TOLEDO OH)
CA
03/14/2001 - 05/30/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
09/26/1995 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
NJ
08/22/1988 - 10/11/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/22/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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