Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Selvey is a financial advisor with over 7 years of experience in the financial services industry. Timothy has a strong background in helping individuals and families reach their financial goals. Currently, Timothy is an advisor at United Planners' Financial Services of America, a Limited Partner. Prior to that, Timothy was with U.S. Bancorp Investments, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc. Timothy holds several industry certifications, including the Series 4, Series 7, Series 24, Series 52TO, and Series 53. Timothy is registered to provide investment advice in all 50 states.
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.
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2
AZ
05/15/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
05/09/2022 - 05/11/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
GA
10/22/2018 - 06/02/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/22/2018 - 06/02/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/22/2018 - 06/02/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/22/2018 - 06/02/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
05/09/2016 - 09/26/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
AZ
06/22/2015 - 11/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 07/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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