Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Dardis is a financial advisor who has been in the industry since December 1991. Timothy is currently registered with Principal Securities, Inc. He is a registered representative and investment advisor representative. Timothy has experience in providing financial planning and investment advice to a variety of clients, including individuals, corporations, and charitable organizations. He is also experienced in working with insurance and financial products.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
SD
08/19/2003 - Present
Principal Securities, Inc. (SIOUX FALLS SD)
OH
01/23/2002 - 07/28/2003
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
IA
08/18/1995 - 03/05/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
04/02/1990 - 12/07/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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