Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Head is a financial advisor based in Chesterfield, Missouri. Timothy has been in the financial services industry since March 13, 1997. Timothy is currently registered with First Heartland Consultants, Inc. Timothy specializes in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Timothy is also a Certified Public Accountant. Timothy has held previous positions with LPL Financial LLC, Woodbury Financial Services, Inc., Cambridge Investment Research, Inc., and Terra Securities Corporation.
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.
1
2
MO
09/12/2023 - Present
First Heartland Consultants, Inc. (CHESTERFIELD MO)
MO
11/14/2012 - 09/20/2023
LPL FINANCIAL LLC (TOWN AND COUNTRY MO)
MO
11/20/2007 - 11/20/2012
WOODBURY FINANCIAL SERVICES, INC. (MANCHESTER MO)
MO
12/12/2001 - 11/28/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST. LOUIS MO)
IL
03/14/1997 - 12/19/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 08/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/14/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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