Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wilson is a financial professional with over 15 years of experience in the financial services industry. Timothy is currently registered with Truist Advisory Services, Inc. and has previously worked for BB&T Securities, LLC and BB&T Investment Services, Inc. Timothy holds a Series 6, 7, and 63 license as well as a Series 65 license. Timothy's specializations include securities, investment advisory services, and financial planning. Timothy provides investment advisory services to individuals, businesses, and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (SANFORD NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/18/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SANFORD NC)
NC
11/26/2007 - 11/20/2013
ALLSTATE FINANCIAL SERVICES, LLC (FAYETTEVILLE NC)
IA
Issued 02/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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