Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Roberts is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional with over 19 years of experience in the financial services industry. Timothy has held various positions at several firms, including A. G. EDWARDS & SONS, INC. and UBS FINANCIAL SERVICES INC. Timothy holds several licenses and certifications including Series 66, Series 7, Series 9, and Series 10. Timothy currently offers a range of financial services, including investment consulting, financial planning, portfolio management, and selection of other advisers.
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
OH
03/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
01/01/2008 - 03/04/2022
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
09/21/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
OH
01/21/2004 - 10/02/2007
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
BOTH
Issued 03/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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