Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Timothy is a registered representative with Morgan Stanley. Michael has been in the financial services industry since April 1999, with previous experience at HOVDE GROUP, LLC, and THE CARSON MEDLIN COMPANY. Michael holds the Series 63, 66, 7, 24 and 27 licenses. Michael has a total of 33 approved state registrations. Currently, Michael is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia and Wisconsin.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
02/14/2022 - Present
Morgan Stanley (Washington DC)
DC
09/02/2004 - 08/28/2017
HOVDE GROUP, LLC (WASHINGTON DC)
FL
09/03/1999 - 08/10/2004
THE CARSON MEDLIN COMPANY (TAMPA FL)
BOTH
Issued 04/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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