Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bolinger is a financial advisor with LPL Financial LLC. Timothy has been in the financial services industry since 1997. Timothy holds Series 7, 9, 10, 31, 63, and 65 licenses. Timothy is also a Certified Financial Planner. Timothy has experience working with individuals, families, businesses, and retirement plans. Timothy is committed to providing his clients with personalized financial advice and guidance.
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
NC
05/27/2021 - Present
LPL Financial LLC (BURLINGTON NC)
NC
10/01/2000 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (BURLINGTON NC)
NC
07/27/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/13/1997 - 08/09/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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