Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lovell Phares is a financial advisor who has been in the industry since 1994. Currently, Timothy is registered with Creativeone Securities, LLC. Prior to that, Timothy worked at VESTECH SECURITIES, INC. and CAREY, THOMAS, HOOVER, & BREAULT, INC. Timothy is licensed to provide advisory services in 13 states, including Kansas, Florida, Oklahoma, Texas, and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
KS
01/28/2015 - Present
Creativeone Securities, LLC (WICHITA KS)
KS
06/09/2011 - 01/12/2015
VESTECH SECURITIES, INC. (WICHITA KS)
KS
05/17/2001 - 05/24/2011
CAREY, THOMAS, HOOVER, & BREAULT, INC. (WICHITA KS)
KS
04/14/1994 - 05/17/2001
CAREY, THOMAS & ASSOCIATES, INC. (WICHITA KS)
NJ
03/01/1994 - 03/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 05/22/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/14/1995
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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