Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Greer is a financial advisor with over 40 years of experience in the industry. Timothy currently works for Advisory Services Network and is registered in 27 states. Timothy has a broad range of experience and focuses on providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Timothy has also worked with Triad Advisors LLC, FSC Securities Corporation, Jacques-Miller Investment Company, and PML Securities Company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
TN
07/11/2012 - Present
Advisory Services Network (BRENTWOD TN)
TN
07/03/2012 - 05/06/2024
TRIAD ADVISORS LLC (BRENTWOOD TN)
TN
05/22/1985 - 07/05/2012
FSC SECURITIES CORPORATION (BRENTWOOD TN)
NA
07/22/1982 - 05/29/1985
JACQUES-MILLER INVESTMENT COMPANY
NA
05/18/1981 - 08/30/1982
PML SECURITIES COMPANY
BC
Issued 09/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 08/21/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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