Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Whipkey is a financial advisor with over 30 years of experience. Timothy has been registered with the state of Ohio as a Broker and an Investment Advisor since 1989. Timothy is currently registered with Osaic Wealth, Inc. and has previously been affiliated with FSC Securities Corporation, Cetera Advisor Networks LLC, Walnut Street Securities, Inc., Woodbury Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and NPC Securities, Inc. Timothy holds the Series 6, Series 7 and Series 63 securities licenses, as well as the SIE exam and is also a Certified Financial Planner.
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
OH
11/03/2023 - Present
Osaic Wealth, Inc. (PATASKALA OH)
OH
12/06/2017 - 11/03/2023
FSC SECURITIES CORPORATION (PATASKALA OH)
OH
09/03/2013 - 12/12/2017
CETERA ADVISOR NETWORKS LLC (WESTERVILLE OH)
OH
11/07/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WESTERVILLE OH)
OH
11/18/2005 - 11/12/2012
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
IN
11/20/1998 - 11/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/1998 - 11/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CO
04/02/1997 - 11/20/1998
NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)
IN
06/12/1989 - 04/04/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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