Unclaimed
Timothy Ledman is an investment advisor representative with Edward Jones, and has been in the industry since May 14, 2020. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 13 states, including Alabama, California, Colorado, Florida, Georgia, Kentucky, Mississippi, Montana, New Mexico, Ohio, Tennessee, and Virginia. Timothy is also a registered investment advisor in Tennessee. Timothy holds a Series 7, Series 66, and SIE licenses. Timothy is an experienced financial advisor with a proven track record of success. Timothy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and organizations. Timothy is committed to providing personalized service and building long-term relationships with clients.
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.
See schedule d - miscellaneous
1
2
TN
06/11/2020 - Present
Edward Jones (FRANKLIN TN)
BOTH
Issued 06/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Ledman is the right advisor for you? Invested Better is here to help.