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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 Callahan is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Wells Fargo Clearing Services, LLC and is licensed in multiple states. Timothy has been with Wells Fargo Advisors LLC since 2009. Timothy has a broad range of experience in providing financial planning and investment management services to individuals, businesses, and institutions. Timothy holds the Series 7, Series 31, Series 63, and Series 65 licenses and the SIE exam. Timothy is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
07/08/2002 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
NC
05/05/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
LA
04/05/1994 - 05/08/2000
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NC
09/04/1992 - 04/06/1994
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NC
05/28/1992 - 07/23/1992
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
IA
Issued 01/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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