Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Richard Hall is a financial advisor with over 13 years of experience in the industry. Hall is registered with Raymond James Financial Services Advisors, Inc. and is currently licensed in Colorado and Texas. Hall has worked with both individual and business clients, providing services that include financial planning, portfolio management, and pension consulting. Hall holds the Series 7 and 66 licenses. Hall also holds the SIE, Series 7 and Series 66 licenses. Hall has earned the Certified Financial Planner and Chartered Financial Consultant designations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
07/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Littleton CO)
CO
08/30/2010 - 07/29/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
BOTH
Issued 09/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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