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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 Skiftun is a financial advisor with over 40 years of experience in the industry. Timothy is currently registered with Wells Fargo Advisors Financial Network, LLC, and has been with the firm since August 2009. Timothy has held previous registrations with WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PIPER JAFFRAY INC., and E. F. HUTTON & COMPANY INC.. Timothy provides investment consulting services to institutional clients, as well as financial planning services for individuals and businesses. Timothy is registered as a broker-dealer in 18 states and as an investment advisor in 2 states.
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
MT
08/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (DAYTON MT)
MT
08/20/2009 - 08/02/2024
WELLS FARGO CLEARING SERVICES, LLC (MISSOULA MT)
MT
05/11/1998 - 08/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSOULA MT)
MN
01/07/1986 - 05/28/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
12/21/1983 - 01/13/1986
E. F. HUTTON & COMPANY INC
NA
03/31/1983 - 12/01/1983
WADDELL & REED, INC.
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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