Unclaimed
Timothy W Shuff is a financial advisor with Edward Jones, a large firm that manages over $800 billion in assets. Timothy has been in the financial industry since 1993 and has a diverse range of experience, having worked with clients across many states. Timothy holds the Series 6, 7, and 63 securities licenses and the Series 65 Investment Advisor license. He is a Certified Financial Planner, specializing in financial planning, pension consulting, and portfolio management for both individuals and businesses. He has been with Edward Jones since 1996. Timothy also manages commercial rental properties in Plant City, Florida.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/26/2014 - Present
Edward Jones (PLANT CITY FL)
IL
07/01/1993 - 08/28/1996
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
IA
Issued 01/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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