Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Fitzgerald is a financial advisor registered with LPL Financial LLC and has been in the industry since 2002. Timothy has been associated with Waddell & Reed, Ameritas Investment Corp., and Equitrust Marketing Services, LLC. Timothy is licensed to sell securities in Iowa, Kansas, Minnesota, Missouri, South Carolina, and Texas. Timothy is also a Certified Financial Planner and a Chartered Financial Consultant. Timothy's office is located at 3636 Westown Parkway; Ste 203 in West Des Moines, IA, 50266.
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.
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2
IA
07/21/2021 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
04/25/2016 - 07/21/2021
WADDELL & REED (WEST DES MOINES IA)
NE
07/06/2011 - 12/31/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
07/20/2000 - 05/17/2011
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
01/19/2000 - 07/11/2000
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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