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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wilson is a financial advisor with Fidelity Personal and Workplace Advisors. Timothy has been a registered representative since September 2017 and has experience with Ameriprise Financial Services, Inc. and VALIC Financial Advisors, Inc. Timothy is a licensed financial advisor in Indiana, Michigan and Ohio. He is also registered with FINRA. Timothy's specialties include providing financial planning, portfolio management for individuals and businesses, and educational seminars. He is committed to providing clients with personalized financial advice to help them 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.
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
01/15/2025 - Present
Fidelity Personal AND Workplace Advisors (ELKHART IN)
IN
05/28/2019 - 01/05/2024
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
09/18/2017 - 06/18/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MISHAWAKA IN)
BOTH
Issued 01/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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