Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alfieri is a registered Investment Advisor Representative with Creativeone Wealth, LLC. Timothy has been in the industry since January 23, 2017, working previously with USA Financial Securities Corporation. Timothy has a Series 66, Series 7, and SIE license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
MI
01/01/2025 - Present
Creativeone Wealth, LLC (Traverse City MI)
MI
01/23/2017 - 12/15/2022
USA FINANCIAL SECURITIES CORPORATION (Traverse City MI)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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