Unclaimed
Timothy Flinn is a financial advisor registered with LPL Financial LLC. Timothy has been in the financial industry for over 10 years. Timothy has Series 7, 6, 63 and 66 securities licenses as well as a SIE. Timothy is also registered as an investment advisor representative in Illinois and Texas. Prior to joining LPL Financial LLC, Timothy was employed by Midwestern Securities Trading Company, LLC, AXA Advisors, LLC and Edward Jones. Timothy is dedicated to helping clients achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
10/03/2017 - Present
LPL Financial LLC (JACKSONVILLE IL)
IL
08/17/2016 - 10/04/2017
MIDWESTERN SECURITIES TRADING COMPANY, LLC (Jacksonville IL)
IL
01/22/2016 - 07/28/2016
AXA ADVISORS, LLC (SPRINGFIELD IL)
IL
04/01/2014 - 01/20/2016
EDWARD JONES (SPRINGFIELD IL)
IL
04/22/2013 - 04/09/2014
J.P. MORGAN SECURITIES LLC (SPRINGFIELD IL)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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