Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brann is a Registered Investment Advisor Representative associated with Soltis Investment Advisors, LLC. Timothy has over 20 years of experience in the financial industry. Timothy has earned the Series 3, 4, 7, 9, 10, 55, and 63 licenses and holds the Chartered Financial Analyst designation. The main office of Soltis Investment Advisors, LLC is in St. George, UT. The firm provides portfolio management services to individuals, businesses, trusts, estates, retirement plans and charitable organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
04/26/2019 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
TX
09/30/1998 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Timothy Brann is the right advisor for you? Invested Better is here to help.
