2012 -
now President @ Cornerstone Financial Advisory, LLC
2010 -
2012 Registered Representative and Financial Advisor @ New England Financial
2007 -
2010 Vice President - Investments @ Fulcrum Securities
2002 -
2007 Vice President - Investments @
2000 -
2002 Financial Advisor @
Tim Flick Education
New Palestine High School
Tim Flick Skills
Securities
Investments
Series 7
Retirement
Financial Services
Retirement Planning
FINRA
Wealth Management
Fixed Annuities
Estate Planning
Mutual Funds
Finance
Financial Advisory
Strategic Financial Planning
Management
Investment Advisory
Asset Allocation
Portfolio Management
Series 63
Insurance
401k
Asset Management
Investment Strategies
Life Insurance
Independent Financial Advice
PowerPoint
Strategy
Microsoft Word
Customer Service
Strategic Planning
Tim Flick Summary
Tim Flick, based in Fortville, IN, US, is currently a President at Cornerstone Financial Advisory, LLC. Tim Flick brings experience from previous roles at New England Financial, Fulcrum Securities, JPMorgan Chase and Prudential Securities. Tim Flick holds a New Palestine High School. With a robust skill set that includes Securities, Investments, Series 7, Retirement, Financial Services and more. Tim Flick has 1 emails and 1 mobile phone numbers on RocketReach.
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