Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gold is a financial advisor with over 20 years of experience in the financial services industry. Timothy is registered with Wells Fargo Clearing Services, LLC and is also licensed as a Registered Representative in Oklahoma. Timothy has previously worked at Waddell & Reed, BANC OF AMERICA INVESTMENT SERVICES, INC., BANC ONE SECURITIES CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and OLDE DISCOUNT CORPORATION. Timothy holds several licenses, including Series 7, Series 24, Series 63, Series 65, and Series 66. Timothy has experience in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
OK
12/08/2014 - Present
Wells Fargo Clearing Services, LLC (TULSA OK)
OK
02/05/2011 - 12/16/2014
WADDELL & REED (TULSA OK)
OK
03/18/2004 - 07/26/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (TULSA OK)
IL
05/22/1998 - 04/01/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/21/1997 - 11/21/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/18/1994 - 10/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
04/22/1994 - 06/16/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/10/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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