Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Knapp is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with United Planners' Financial Services of America A Limited Partner in Scottsdale, Arizona. Timothy has previously worked with Cetera Advisors LLC, Pacific West Securities, Inc. and Waddell & Reed, Inc. Timothy is a Certified Financial Planner. Timothy specializes in working with individuals, businesses, high-net-worth individuals, and charitable organizations. Timothy offers financial planning, selection of other advisors, and portfolio management services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/10/2021 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WA
02/28/2012 - 12/14/2021
CETERA ADVISORS LLC (BELLEVUE WA)
WA
06/15/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
UT
07/25/1994 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
KS
04/08/1988 - 08/01/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 04/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/10/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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