Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Staley is a registered representative with Capital Synergy Partners. Staley has been in the financial services industry since August 1989. Prior to joining Capital Synergy Partners in 2012, Timothy worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Charles Schwab & Co., INC. Staley holds the Series 7, Series 10, Series 24, and Series 63 licenses. Timothy is a financial planner who provides financial planning services to individuals and manages portfolios 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.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
09/12/2012 - Present
Capital Synergy Partners (IRVINE CA)
MO
01/03/2011 - 10/06/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
10/19/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
04/06/1989 - 02/25/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
05/24/1988 - 02/22/1989
ALLISON-WILLIAMS COMPANY (ROSEVILLE MN)
NA
04/29/1987 - 10/14/1987
VAN CLEMENS & CO. INCORPORATED
BC
Issued 04/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/24/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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