Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Minton is a financial advisor with Edward Jones. Timothy has been a financial advisor since 1996 and has experience in the securities industry since 1999. Timothy holds the Series 7, 9, 10, 24 and 63 licenses and is a Chartered Financial Consultant. Timothy has been with Edward Jones since 2018 and has been registered in 14 states. Before that, Timothy was with THE O.N. EQUITY SALES COMPANY, Fidelity Brokerage Services LLC and NATIONAL PENSION & GROUP CONSULTANTS, 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
10/23/2018 - Present
Edward Jones (ST LOUIS MO)
OH
03/18/2004 - 07/28/2017
THE O.N. EQUITY SALES COMPANY (Blue Ash OH)
MO
03/14/2002 - 10/14/2002
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
RI
05/14/1996 - 04/06/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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