Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Logan is a financial advisor with over 30 years of experience in the industry. Timothy has been registered with Wells Fargo Advisors Financial Network, LLC since 2024. Before that, Timothy was registered with WELLS FARGO CLEARING SERVICES, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, WACHOVIA SECURITIES, LLC, Prudential Securities Incorporated, and UBS PaineWebber Inc. Timothy is currently licensed to provide investment advice in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Kentucky, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, and Virginia.
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.
Investment consulting services to institutional clients
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.
1
2
FL
04/15/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Clearwater FL)
FL
06/27/2012 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. PETERSBURG FL)
FL
06/01/2009 - 07/19/2012
MORGAN STANLEY SMITH BARNEY (ST. PETERSBURG FL)
FL
06/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. PETERSBURG FL)
FL
07/01/2003 - 06/06/2007
WACHOVIA SECURITIES, LLC (ST. PETERSBURG FL)
NY
04/10/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/04/1996 - 04/16/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/24/1993 - 10/07/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1993
Series 3 - National Commodity Futures Examination
BC
Issued 03/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Logan is the right advisor for you? Invested Better is here to help.
