A model of consistency and dedication, Tim has worked as a financial advisor in Merced since 1983. In that time, Tim has helped countless clients plan for and achieve their financial goals.
Drawing on his vast experience, Timothy emphasizes time-tested approaches to investing. He is committed to client service and believes that client relationships are his most important asset.
He earned his B.S.C. in finance from the University of Santa Clara. He is FINRA-registered and holds Series 7, 9, 10, and 66 securities licenses as well as licenses for life insurance and annuities.
Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY