Unclaimed
Timothy Skelton is a financial professional with over 20 years of experience in the financial services industry. Timothy is currently registered with State Farm Investment Management Corp. as a Registered Representative. Timothy has Series 6, 7, 63, and SIE licenses and holds a Chartered Financial Consultant designation. Timothy has also been previously registered with AAG Securities, Inc. Timothy is a dedicated professional with a strong track record of success in the financial industry. Timothy is committed to providing high-quality financial advice and services to meet the needs of clients.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
ID
08/21/2018 - Present
State Farm Investment Management Corp. (Coeur D Alene ID)
OH
08/20/1997 - 02/09/1999
AAG SECURITIES, INC. (CINCINNATI OH)
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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