Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stewart is a financial advisor with over 15 years of experience in the industry. Timothy is currently registered with Avantax Investment Services, Inc. Timothy has a strong background in the industry, having passed the Series 7, Series 63, and Series 24 examinations, as well as the SIE and Operations Professional exams. Timothy has been registered with the state of Texas since 2007.
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.
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.
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2
TX
03/14/2007 - Present
Avantax Investment Services, Inc. (DALLAS TX)
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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