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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 Thomas Sallee is a financial advisor with over 30 years of experience in the financial services industry. Timothy has a strong background in investment management, financial planning, and retirement planning. Timothy currently works with Independent Advisor Alliance, LLC and has worked with several other firms in the past. Timothy holds Series 6, 7, 63, and 65 licenses as well as the SIE. Timothy is committed to providing personalized financial advice to individuals, families, and businesses. Timothy specializes in retirement planning, investment management, and estate planning. Timothy is dedicated to helping his clients achieve their financial goals.
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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2
MO
04/24/2019 - Present
Independent Advisor Alliance, LLC (Springfield MO)
MO
01/01/2004 - 12/31/2015
CETERA ADVISORS LLC (SPRINGFIELD MO)
GA
01/23/2001 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
09/18/1997 - 02/02/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
08/25/1989 - 09/16/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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