Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ward is an Investment Advisor Representative at Cornerstone Wealth Management, LLC. Timothy has been in the industry since 1998 and is registered with both FINRA and the Securities and Exchange Commission. Timothy has experience in providing investment advisory services, financial planning, and portfolio management. Timothy is also a Registered Representative for Cornerstone Wealth Management, LLC, and is registered 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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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
MO
08/15/2016 - Present
Cornerstone Wealth Management, LLC (ST. PETERS MO)
MO
09/29/2005 - 11/06/2007
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
09/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ST. LOUIS MO)
MA
08/25/2005 - 09/29/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/27/2005 - 09/29/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/24/2002 - 09/29/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
11/15/2000 - 05/24/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
11/19/1999 - 10/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/19/1999 - 10/18/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/28/1998 - 11/11/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/28/1998 - 11/11/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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