Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Monroe Williams is a financial advisor at LPL Financial LLC. Timothy has been a registered representative for over 22 years. Timothy has a wide range of experience in the financial services industry, with a particular focus on retirement planning, investment management, and insurance. Timothy holds the Series 7, 63, 65 and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
10/20/2022 - Present
LPL Financial LLC (FLORENCE SC)
SC
09/10/2010 - 10/26/2022
CANTELLA & CO., INC. (Florence SC)
SC
07/22/2008 - 09/13/2010
NEXITY FINANCIAL SERVICES, INC. (FLORENCE SC)
NC
03/03/2008 - 07/25/2008
WADDELL & REED, INC. (RALEIGH NC)
NC
07/10/2006 - 12/21/2007
WACHOVIA SECURITIES, LLC (FAYETTEVILLE NC)
SC
10/02/2003 - 06/19/2006
FIRST SOUTHEAST INVESTOR SERVICES, INC. (FLORENCE SC)
NC
02/27/2002 - 08/20/2003
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NY
03/24/2000 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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