Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Robert Jones is a financial advisor who has been in the industry for over 10 years. He has been associated with BCR Wealth Strategies since April 2021, and was previously associated with TD Ameritrade, Inc. from February 2018 to January 2021. Timothy Robert Jones holds Series 7, 9, 10, 63 and 66 licenses, and is registered with the state of Alabama. Timothy Robert Jones is also a Registered Investment Advisor (RIA) and can provide a range of financial advisory services, including financial planning, pension consulting and portfolio management for 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.
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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2
AL
04/09/2021 - Present
BCR Wealth Strategies (Vestavia AL)
AL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (HUNTSVILLE AL)
LA
12/22/2011 - 02/26/2018
SCOTTRADE, INC. (SHREVEPORT LA)
BOTH
Issued 03/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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