Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy West is a financial advisor with over 13 years of experience in the financial services industry. Timothy has been a registered representative with Edward Jones since August 2019 and previously worked at J.P. Morgan Securities LLC and Wells Fargo Investments, LLC. Timothy has a Series 7, Series 79, Series 63, and Series 66 license. Timothy specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, and retirement plans. Timothy is also a member of the Edward Jones firm.
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
CA
08/13/2020 - Present
Edward Jones (BONITA CA)
NY
10/11/2016 - 08/23/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CA
09/28/2004 - 06/09/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/27/2004
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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