Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Clark has been a registered representative for over 30 years. Timothy is an active registered representative of Wells Fargo Clearing Services, LLC. Timothy has experience in the securities industry, having worked for a number of well-known firms, including Lehman Brothers Inc. and UBS Financial Services Inc. Timothy has passed the Series 3, 7, and 63 exams as well as the SIE exam, demonstrating his expertise in various financial areas. Timothy is registered in over 30 states. Timothy's specialties include investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Timothy is committed to providing his clients with the highest level of service and expertise.
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
FL
03/12/2020 - Present
Wells Fargo Clearing Services, LLC (WINTER PARK FL)
FL
01/08/1993 - 04/22/2019
UBS FINANCIAL SERVICES INC. (ORLANDO FL)
NY
05/14/1988 - 01/27/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/25/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1987
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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