Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Trevor Volz is a registered investment advisor representative. Timothy has been in the financial services industry since 2012. Timothy Volz is currently registered with State Farm Investment Management Corp. Timothy is also registered with the states of Illinois and Iowa. Timothy is a series 6, 63, and 65 licensed professional. In addition to his financial services career, Timothy Volz also owns and operates Timothy Volz's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
05/09/2023 - Present
State Farm Investment Management Corp. (Moline IL)
IA
Issued 04/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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