Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Peter Lehto is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Timothy has been in the financial industry since 2002 and has extensive experience providing investment advice and financial planning services. Timothy holds the Series 63, 66, and 7 licenses, as well as the SIE. Timothy is registered to provide investment advice in 23 states and is a member of FINRA.
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
MI
10/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ESCANABA MI)
MI
10/26/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ESCANABA MI)
CA
07/16/2003 - 05/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
02/20/2002 - 07/02/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
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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