Tim Self
Managing Partner, Wealth Advisor at Siesta Wealth
- Role
- Financial Advisor at LPL Financial
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Tim Self
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Gulfside Bank and Gulfside Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gulfside Investment Services, and may also be employees of Gulfside Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gulfside Bank or Gulfside Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by FDIC or Any Other Government Agency• Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Advisor
Jun 2007 — Present
Education
University of Tennessee, Knoxville
MBA, Marketing and New Venture Analysis
1985 — 1987
University of Kentucky
BBA, Personnel Adminstration and Industrial Relations
1980 — 1984
Skills
- Series 63
- Private Banking
- Fixed Annuities
- Stocks
- Real Estate
- Long-Term Care
- Business Development
- Wealth Management
- Securities
- Estate Planning
- Brokerage
- Financial Advisory
- Uniform Combined State Law
- Financial Planning
- Mortgage Lending
- Life Insurance
- Finance
- Trading
- Wealth Management Services
- Wealth
- Asset Management
- Marketing Strategy
- Management
- Retirement
- Strategic Financial Planning
- Long Term Care
- Alternative Investments
- Insurance
- Retirement Planning
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Annuities
- Financial Analysis
- Credit
- Equities
- Investment Advisory
- 401k
- Series 7
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