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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 Pearson is an investment advisor representative with over 23 years of experience. Timothy's career began at Walnut Street Securities, Inc. where he served from 1999 to 2002. Since 2002, Timothy has been a registered representative with SPC, a firm that specializes in investment advisory services for a variety of clients. Timothy Pearson is licensed in Utah and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Timothy is a licensed insurance agent and also develops and sells real estate.
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.
Consultation services
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.
Seminar attendance fees
1
2
UT
06/19/2002 - Present
SPC (OGDEN UT)
CA
03/04/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 06/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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