Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Conrad is a financial advisor who has been in the industry for over eight years. Timothy is registered with the state of North Carolina and Virginia as both a Registered Investment Advisor and a Registered Representative. Timothy works with individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. Timothy has a special focus on providing financial planning and portfolio management services. Timothy is also a Certified Financial Planner (CFP). Currently, Timothy is employed with Strategic Blueprint, LLC as an Independent Contractor.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
NC
11/21/2024 - Present
Strategic Blueprint, LLC (Raleigh NC)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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