Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Carlin is a financial advisor with The Wealth Consulting Group. Timothy has been in the industry since 2003. Timothy is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Timothy provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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
KS
07/19/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
09/23/2003 - 12/16/2019
EDWARD JONES (OVERLAND PARK KS)
IA
Issued 10/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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