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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Howard is a financial advisor with LPL Financial LLC. Timothy has been in the financial industry since 1997 and has experience with a variety of firms, including BANCWEST INVESTMENT SERVICES, INC., QA3 FINANCIAL CORP., CAMBRIDGE INVESTMENT RESEARCH, INC. and SECURITIES AMERICA, INC. Timothy holds a variety of licenses, including Series 7, Series 63, Series 52, Series 53, Series 3, Series 4, Series 24, Series 31, Series 65, Series 99TO and SIE. Timothy Howard is a licensed advisor in Nebraska and Texas and works with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth 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.
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.
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2
NE
11/27/2023 - Present
LPL Financial LLC (ELKHORN NE)
NE
06/21/2012 - 09/14/2023
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
CA
06/11/2008 - 02/11/2011
QA3 FINANCIAL CORP. (SAN DIEGO CA)
IA
10/25/2006 - 04/08/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TX
10/15/1998 - 10/24/2006
SECURITIES AMERICA, INC. (KELLER TX)
NY
03/06/1996 - 07/03/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
08/24/1994 - 01/26/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/1999
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/11/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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