Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Morgan is a financial advisor with Farmers Financial Solutions, LLC. Timothy has been in the financial industry since August 12, 1995. Timothy holds a Series 6, Series 26, and Series 63 securities license. Timothy is registered to provide financial services in California, Oregon and Washington.
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.
1
2
OR
12/12/2002 - Present
Farmers Financial Solutions, LLC (TIGARD OR)
ID
08/30/2000 - 11/19/2002
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
NE
03/01/2000 - 11/08/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
OH
05/14/1999 - 11/08/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
01/21/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NE
03/31/1995 - 02/06/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 09/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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