Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Weiner is a financial advisor with over 30 years of experience in the financial industry. Timothy is registered with LPL Financial LLC and has been with the firm since December 2007. Timothy is also a registered investment advisor in Oregon and Texas. Prior to joining LPL Financial LLC, Timothy worked for 1717 Capital Management Company in Salem, Oregon and Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. Timothy holds several licenses and certifications including Series 6, 7, 24, 63, and 65. Timothy holds an active license and has been providing financial advice to clients for over 3 decades.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/13/2021 - Present
LPL Financial LLC (SALEM OR)
OR
05/05/1994 - 12/21/2007
1717 CAPITAL MANAGEMENT COMPANY (SALEM OR)
NE
06/17/1991 - 05/03/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 09/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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