Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McEwen is a financial advisor currently registered with RBC Capital Markets, LLC. Timothy has been in the financial industry since May 2003. Timothy is a Certified Financial Planner™ and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Timothy is licensed in numerous states and also has a registration with the state of Nebraska as an investment advisor. Timothy is also a partner in C316 Media, and has been involved in several other business ventures in the Lincoln, NE area.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NE
12/15/2016 - Present
RBC Capital Markets, LLC (LINCOLN NE)
NE
12/05/2008 - 01/06/2017
UBS FINANCIAL SERVICES INC. (LINCOLN NE)
NE
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (LINCOLN NE)
NE
05/05/2003 - 04/02/2007
MORGAN STANLEY DW INC. (LINCOLN NE)
BOTH
Issued 05/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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