Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McGinnis is a financial advisor who has been in the industry since 2006. Timothy is currently registered with U.S. Bancorp Investments, Inc. and is located in Sacramento, CA. Timothy has been with U.S. Bancorp Investments, Inc. since November 2020. Previously, Timothy has worked with WELLS FARGO CLEARING SERVICES, LLC, BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, NEW ENGLAND SECURITIES, FINANCIAL NETWORK INVESTMENT CORPORATION, PENSION PLANNERS SECURITIES, INC., WM FINANCIAL SERVICES, INC. and SECURIAN FINANCIAL SERVICES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
11/13/2020 - Present
U.s. Bancorp Investments, Inc. (Sacramento CA)
CA
07/12/2016 - 09/15/2020
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
05/16/2013 - 08/28/2014
BBVA SECURITIES INC. (ROSEVILLE CA)
CA
02/19/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ROSEVILLE CA)
CA
01/24/2012 - 02/06/2013
NEW ENGLAND SECURITIES (ROSEVILLE CA)
CA
08/13/2008 - 12/31/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (FOLSOM CA)
CA
10/20/2006 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (FOLSOM CA)
CA
11/16/2005 - 10/27/2006
WM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
MN
11/26/2003 - 11/03/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy McGinnis is the right advisor for you? Invested Better is here to help.
