Unclaimed
Timothy Saunders March is a financial advisor at Benjamin F. Edwards & Company, Inc. with over 12 years of experience in the financial services industry. Timothy is registered with the state of Illinois and Texas. Timothy holds the Series 66, Series 7, and SIE licenses. Timothy is also a Certified Financial Planner. Timothy's clients include individuals, high net worth individuals, corporations, and pension and profit sharing plans. Timothy provides a variety of services to clients, including financial planning, portfolio management, and retirement planning.
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.
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2
IL
01/08/2021 - Present
Benjamin F. Edwards & Company, Inc. (WHEATON IL)
IL
09/16/2008 - 03/16/2020
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BOTH
Issued 10/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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