Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Betts is a financial advisor with over 5 years of experience in the industry. Timothy is registered to offer securities and investment advisory services in Florida and Kansas. Timothy is currently employed by Lincoln Investment and Capital Analysts, both of which are active in the investment advisory industry. Timothy has also worked for LPL Financial LLC, CUNA Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy offers financial planning, selection of other advisers, and portfolio management for businesses and individuals.
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.
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
FL
11/01/2023 - Present
Lincoln Investment (Alva FL)
FL
05/18/2022 - 11/02/2023
LPL FINANCIAL LLC (Fort Myers FL)
FL
10/11/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Fort Myers FL)
FL
08/06/2018 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
MO
06/16/2016 - 09/01/2016
EDWARD JONES (ST. LOUIS MO)
FL
10/27/2015 - 03/18/2016
FORESTERS FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Betts is the right advisor for you? Invested Better is here to help.
