Unclaimed
Timothy Kohl is a financial advisor with over 20 years of experience in the industry. Timothy has a strong track record of success in helping clients achieve their financial goals. He is currently registered with Nationwide Investment Services Corp. and holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Previously, Timothy worked with firms such as Directed Services LLC, Claymore Securities, Inc., LaSalle Financial Services, Inc. and Nike Securities L.P. Timothy is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
OH
01/10/2018 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
02/17/2011 - 01/03/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
11/17/2006 - 04/30/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
IL
09/19/2005 - 11/16/2006
CLAYMORE SECURITIES, INC. (LISLE IL)
IL
05/10/2001 - 09/28/2005
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
04/26/2000 - 04/17/2001
NIKE SECURITIES L.P. (WHEATON IL)
IA
Issued 11/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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