Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vollrath is a financial advisor with Eagle Strategies LLC, based in Cincinnati, Ohio. Timothy has been in the industry since 2007 and has a wide range of experience providing financial advice to individuals and families. Timothy also holds a number of professional designations, including Series 6, 7TO, 24, 26, 63 and 65 licenses. Timothy is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
1
2
OH
03/03/2022 - Present
Eagle Strategies LLC (CINCINNATI OH)
OH
09/14/2015 - 10/12/2020
PRUCO SECURITIES, LLC. (CINCINNATI OH)
OH
09/30/2010 - 09/09/2015
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
KY
01/30/2007 - 09/24/2010
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
IA
Issued 04/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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