Unclaimed
Timothy Jester is a financial advisor with Osaic Wealth, Inc. in Brentwood, Tennessee. Timothy has been in the industry since 2013. Timothy is registered with the state of Florida and Tennessee and has held previous positions with Woodbury Financial Services, Inc., Park Avenue Securities LLC, MML Investors Services, Inc., and Northwestern Mutual Investment Services, LLC.
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.
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.
1
2
TN
01/19/2024 - Present
Osaic Wealth, Inc. (BRENTWOOD TN)
TN
07/03/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
08/22/2017 - 07/18/2019
PARK AVENUE SECURITIES LLC (BRENTWOOD TN)
TN
08/18/2008 - 12/31/2010
MML INVESTORS SERVICES, INC. (CHATTANOOGA TN)
TN
10/13/2006 - 08/05/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHATTANOOGA TN)
BOTH
Issued 02/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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