Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Creativeone Wealth | Overland Park, KS | Dec 2022 - Current | 1 |
Hudson Agency | Traverse City, MI | Nov 2015 - Current | 8 |
Usa Financial Securities | Ada, MI | Dec 2016 - Dec 2022 | 6 |
American Sr. Ben | Traverse City, MI | Aug 2015 - Nov 2015 | < 1 |
2lads Winery | Traverse City, MI | May 2015 - Aug 2015 | < 1 |
Selfless Media | Traverse City, MI | May 2013 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management2,880MILLIONS
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Total Number of Accounts19,806ACCOUNTS
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Average Account Value$145,388
- A percentage of assets under your management
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