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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 Wagner is a financial advisor with over 10 years of experience in the industry. Timothy has a wide range of experience in the financial services industry, having worked at Edward Jones, Pruco Securities, LLC., and Wells Fargo Advisors Financial Network, LLC. Timothy holds a Series 7, Series 24, and Series 66 license, as well as the SIE designation. Timothy is registered to provide investment advice in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Michigan, Nevada, New Jersey, New York, North Carolina, Oregon, Tennessee, Texas, Utah, and Washington. In addition to his financial advising work, Timothy is also a ski instructor at Mammoth Mountain Ski Area. Timothy is dedicated to providing his clients with personalized financial advice and helping them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MAMMOTH LAKES CA)
WA
02/06/2018 - 09/02/2022
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
05/23/2013 - 02/01/2018
EDWARD JONES (SEATTLE WA)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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