Timothy E. Greenlund
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy Edward Greenlund, who also goes by Tim Greenlund, was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 1993. Timothy had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 31, 2011 - July 28, 2016
NORTHWEST ADVISORS, INC.
October 16, 2008 - November 1, 2011
OBS FINANCIAL
October 15, 2008 - December 10, 2013
OBS BROKERAGE SERVICES, INC.
April 7, 2003 - October 15, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
April 7, 2003 - October 15, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
October 1, 1999 - March 27, 2003
WELLS FARGO CLEARING SERVICES, LLC
October 1, 1999 - March 27, 2003
WELLS FARGO CLEARING SERVICES, LLC
July 21, 1993 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NORTHWEST ADVISORS, INC.
CRD#: 154032 / SEC#: 801-78838
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
