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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ream has been in the financial services industry since April 1988. He currently works for Wells Fargo Advisors Financial Network, LLC as a Registered Representative. Timothy is registered in 16 states, including Indiana and Texas, and has two licenses, Series 63 and Series 65. Timothy has worked for various firms throughout their career, including Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., and Lincoln Financial Advisors Corporation. Timothy's specializations include investment consulting services, financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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
IN
07/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Wayne IN)
IN
01/01/2008 - 07/06/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
02/14/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WAYNE IN)
IN
03/15/1993 - 02/13/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/15/1993 - 02/13/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
10/14/1992 - 03/20/1993
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NY
03/20/1985 - 09/07/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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