Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McLanahan is a financial advisor with Prospera Financial Services, Inc. based in Mandeville, LA. Timothy has over 30 years of experience in the financial services industry. Timothy has a strong track record of success in providing investment advice and financial planning services to individuals and families. Timothy is committed to helping clients achieve their financial goals. Timothy has a range of experience, including working with Becker & Suffern, LTD., M Holdings Securities, Inc., and Jack Dardis & Associates, LTD. Timothy holds licenses to sell securities in multiple states.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
02/08/2018 - Present
Prospera Financial Services, Inc. (Mandeville LA)
LA
10/28/2009 - 10/18/2017
M HOLDINGS SECURITIES, INC. (MANDAVILLE LA)
LA
01/25/1996 - 11/20/2009
BECKER & SUFFERN, LTD. (MANDEVILLE LA)
LA
10/06/1993 - 02/13/1996
JACK DARDIS & ASSOCIATES, LTD. (METAIRIE LA)
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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