Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Paul Mann is a financial advisor with Truist Advisory Services, Inc. Timothy is a registered representative in 37 states and a registered investment advisor in 2 states. Timothy has 9 years of experience in the financial services industry and is a licensed broker-dealer and investment advisor representative. Timothy has a broad range of experience in financial planning, portfolio management, and investment advisory services. Timothy is committed to providing personalized financial advice to help individuals and families 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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
10/16/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/26/2013 - 05/06/2015
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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