Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Fitzsimmons is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Osaic Wealth, Inc. in Omaha, NE. Prior to joining Osaic Wealth, Inc., Timothy was with SECURITIES AMERICA, INC. Timothy holds the Series 3, 7, 24, 63 and 65 securities licenses. Timothy offers a variety of financial services, including portfolio management for individuals, portfolio management for 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.
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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NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
10/05/1992 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
BC
Issued 09/30/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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