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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Scott Kelbaugh is a financial advisor registered with Wells Fargo Clearing Services, LLC. Timothy has over 24 years of experience in the financial services industry. Timothy Kelbaugh is a CERTIFIED FINANCIAL PLANNER™ professional, and is also registered as an investment advisor in Maryland, Pennsylvania, and Texas. Timothy Kelbaugh specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
MD
04/01/2015 - Present
Wells Fargo Clearing Services, LLC (HUNT VALLEY MD)
MD
02/21/2006 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
10/06/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 12/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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