Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Garretson is an investment advisor representative who is currently registered with Dynamic Wealth Advisors. Timothy has been working in the financial industry since 2007 and has been registered with the State of Arizona since 2018. Timothy has also been registered with the State of California since 2018. Timothy's previous employers include Berthel, Fisher & Company Financial Services, Inc., Next Financial Group, Inc., and Cambridge Investment Research, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
08/10/2018 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
CA
01/11/2013 - 09/10/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
AZ
08/17/2012 - 01/14/2013
NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)
AZ
09/22/2009 - 08/20/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHEONIX AZ)
AZ
02/14/2007 - 09/29/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHANDLER AZ)
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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