Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Weishaar is a financial advisor with over 20 years of experience in the industry. Timothy currently works at Oneamerica Securities, Inc. and is registered with FINRA and several states. Timothy has passed several industry exams and is a Series 6, 7, 63, and 65 licensed advisor. Timothy's expertise and commitment to financial planning, investment management, and client satisfaction make him a valuable resource for individuals and businesses seeking personalized financial guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
IN
02/14/2020 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CO
06/14/2019 - 01/10/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
07/09/2018 - 06/06/2019
LPL FINANCIAL LLC (DENVER CO)
NE
09/21/2016 - 12/11/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
03/03/2016 - 09/02/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CO
01/23/2004 - 03/03/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
KS
10/14/1999 - 12/31/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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