Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wolfe is a financial advisor with over 30 years of experience in the industry. Timothy is a Registered Representative of Osaic Wealth, Inc., a financial services firm based in Scottsdale, Arizona. Timothy is also a Registered Investment Advisor, and is currently registered in Alabama, Arkansas, Florida, Georgia, Louisiana, New Mexico, and Texas. Timothy has been a financial advisor for over 30 years and has extensive experience in a variety of financial planning areas. Timothy has a long history of providing financial services to individuals, families, and businesses. Timothy has a proven track record of helping clients achieve their financial goals, and is committed to providing personalized financial advice to meet the unique needs of each client. Timothy's clients are typically high-net-worth individuals and families, pension and profit-sharing plans, and corporations or other businesses.
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.
1
2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (LUBBOCK TX)
TX
03/23/2007 - 11/03/2023
FSC SECURITIES CORPORATION (LUBBOCK TX)
TX
02/03/2000 - 02/23/2007
NATIONAL PLANNING CORPORATION (LUBBOCK TX)
AZ
12/16/1994 - 02/09/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
08/06/1992 - 12/15/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MN
05/11/1992 - 06/08/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Wolfe is the right advisor for you? Invested Better is here to help.
