Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Whisler is an investment advisor representative at Foundations Investment Advisors LLC. Timothy has been in the industry since 2003 and holds Series 6, 63, and 65 licenses. Timothy is registered in Illinois and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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IL
06/22/2023 - Present
Foundations Investment Advisors LLC (Peoria IL)
IL
08/06/2009 - 03/30/2011
CFD INVESTMENTS, INC. (MORTON IL)
IL
08/09/2007 - 09/16/2009
ONEAMERICA SECURITIES, INC. (MORTON IL)
IL
02/19/2003 - 08/02/2007
FARMERS FINANCIAL SOLUTIONS, LLC (MORTON IL)
IA
Issued 05/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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