Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Winter is a financial advisor with over 25 years of experience in the industry. Timothy currently works at State Farm Investment Management Corp., and has a Series 7, 63, 65, 26 and 6TO license. Timothy previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy has a record of providing investment advice to individuals and investment 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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GA
11/20/2019 - Present
State Farm Investment Management Corp. (Atlanta GA)
NY
09/03/1997 - 03/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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