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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Sepich is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Timothy Sepich has been in the financial industry for 29 years. Timothy Sepich is a licensed advisor in Washington and Texas and a registered representative of Cambridge Investment Research, Inc.. Timothy Sepich previously worked at SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and WADDELL & REED, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
04/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (Vancouver WA)
WA
10/31/2005 - 04/03/2023
SAGEPOINT FINANCIAL, INC. (VANCOUVER WA)
AZ
05/01/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
03/29/1994 - 05/07/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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