Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Smith is a registered investment advisor representative with over 20 years of experience in the financial services industry. Timothy is currently registered with USA Financial Securities LLC, where he provides financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Previously, Timothy worked at THE INVESTMENT CENTER, INC. and Ameritas Investment Corp. Timothy holds Series 63, 66, and 7 securities licenses and the SIE exam, along with being registered in Arizona, Colorado, Idaho, New Mexico, and Washington. He is a dedicated professional who is committed to providing personalized financial guidance to help clients achieve their 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.
Personalized portfolio management to meet individual financial objectives.
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
02/26/2021 - Present
USA Financial Securities LLC (ADA MI)
ID
01/19/2006 - 11/11/2020
THE INVESTMENT CENTER, INC. (BOISE ID)
NE
08/27/2003 - 02/10/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
10/11/2000 - 08/21/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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