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John A Timoni

Kingswood Capital Partners, LLC

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About John A Timoni

John Timoni is a financial professional registered with Kingswood Capital Partners, LLC. John has been working in the financial industry since August 29, 2015. John holds several industry certifications including Series 63, Series 7, Series 79TO, Series 86, and Series 87. John is currently registered in New York and is affiliated with Kingswood Capital Partners, LLC, which is an active broker-dealer in New York. John has previously been registered with Raymond James & Associates, Inc., Citigroup Global Markets Inc., and The Buckingham Research Group Incorporated.

Firm Information

John Timoni is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Timoni’s Registration & Firm History

NY

01/09/2024 - Present

Kingswood Capital Partners, LLC (New York NY)

NY

10/05/2022 - 12/14/2023

RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)

NY

07/29/2019 - 09/15/2022

CITIGROUP GLOBAL MARKETS INC. (New York NY)

NY

10/28/2013 - 11/08/2017

THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2015

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/21/2015

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/28/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John A Timoni.
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