Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wayne Dunn is a financial advisor at Edward Jones. Timothy Dunn has been in the financial services industry since December 19, 2009. Timothy Dunn is registered with the state of Kentucky as a Registered Representative. He holds the Series 66, Series 63, Series 7, and the SIE licenses. Timothy Dunn is also a Certified Financial Planner. He works with individuals, families, corporations, and other entities to help them achieve their financial goals. Timothy Dunn has experience working with individuals, families, high-net-worth individuals, small and mid-sized businesses, partnerships, investment clubs and limited liability companies, charitable organizations, pension and profit-sharing plans, and insurance companies.
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
KY
02/19/2016 - Present
Edward Jones (Madisonville KY)
KY
01/14/2011 - 02/08/2013
CETERA INVESTMENT SERVICES LLC (MADISONVILLE KY)
KY
07/08/2009 - 02/10/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (MADISONVILLE KY)
IN
02/03/2000 - 06/13/2002
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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