Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Porter is a financial advisor with SMB Financial Services, Inc., located in Portland, Oregon. Timothy holds the Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Timothy has over 15 years of experience in the financial services industry. Prior to joining SMB Financial Services, Inc., Timothy worked as a financial advisor for Princor Financial Services Corporation. Timothy is a registered investment advisor in Oregon, Texas, California, and Idaho. Timothy specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
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
OR
12/22/2024 - Present
SMB Financial Services, Inc. (PORTLAND OR)
OR
01/01/2006 - 07/22/2010
PRINCOR FINANCIAL SERVICES CORPORATION (LAKE OSWEGO OR)
BOTH
Issued 01/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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