Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Smith is a registered representative and investment advisor representative. Timothy has been in the financial services industry for more than 10 years. Timothy is currently employed by MML Investors Services, LLC and is registered to sell securities in Illinois and Oklahoma. Timothy has experience working with a variety of clients, including high-net-worth individuals, corporations, and trusts. Timothy offers financial planning, portfolio management, and educational seminars. Timothy is also an insurance agent and is registered to sell health insurance in Oklahoma.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
01/18/2022 - Present
MML Investors Services, LLC (Oklahoma City OK)
OK
03/15/2017 - 04/19/2021
NYLIFE SECURITIES LLC (EDMOND OK)
OK
07/23/2012 - 02/27/2017
PRINCIPAL SECURITIES, INC. (Oklahoma City OK)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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