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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 Welch is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Raymond James Financial Services Advisors, Inc. Timothy has been a financial advisor at Raymond James Financial Services Advisors, Inc. since November 2017. Timothy has also worked with Investment Centers of America, Inc. and Principal Securities, Inc. in the past. Timothy holds the Series 7, Series 63, Series 24, Series 52TO, Series 53 and SIE securities licenses. Timothy has a proven track record of success in helping individuals and families achieve their financial goals. Timothy is committed to providing his clients with personalized financial advice and guidance. Timothy has experience working with clients of various types such as individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Timothy is a dedicated professional who is committed to providing exceptional service to his clients. Timothy's office is located in Visalia, California.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/02/2019 - Present
Raymond James Financial Services Advisors, Inc. (Madera CA)
CA
06/12/2017 - 11/02/2017
INVESTMENT CENTERS OF AMERICA, INC. (MADERA CA)
CA
12/16/2015 - 06/15/2017
PRINCIPAL SECURITIES, INC. (Fresno CA)
CA
07/06/2000 - 06/09/2015
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
IA
Issued 6/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/7/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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