Unclaimed
Timothy Waltrip has been in the financial services industry since 2001. Timothy is a registered representative with Allstate Financial Services, LLC. Timothy is licensed in Colorado, Florida, Idaho, Iowa, Kansas, Missouri, Nebraska and Washington. Timothy holds the Series 6, Series 26, Series 51, and Series 63 licenses, as well as the SIE exam.
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.
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.
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2
KS
05/17/2001 - Present
Allstate Financial Services, LLC (Shawnee KS)
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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