Unclaimed
Timothy Hewitt is a financial advisor with Valic Financial Advisors, Inc. Timothy has been in the financial services industry since 2014 and is registered to offer investment advice in Florida, Georgia, Maryland, North Carolina, South Carolina, and Virginia. He has experience in financial planning and portfolio management, including working with individuals and high-net-worth clients. Timothy is a Series 63, 65, 7, and SIE licensed professional.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
VA
06/05/2015 - Present
Valic Financial Advisors, Inc. (CHESAPEAKE VA)
VA
08/25/2014 - 09/11/2014
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
MO
03/17/2014 - 05/07/2014
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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