Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Townsend is a financial advisor at Raymond James & Associates, Inc. in Hunt Valley, Maryland. Norman has over 20 years of experience in the financial services industry and holds Series 6, 7, 26 and 66 securities licenses. Norman is a Certified Financial Planner™ professional. Norman specializes in providing financial planning and investment management services to individuals, families, and businesses. Norman is committed to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MD
05/15/2020 - Present
Raymond James & Associates, Inc. (Hunt Valley MD)
MD
05/24/2011 - 05/18/2020
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
MD
02/28/2011 - 04/27/2011
PNC INVESTMENTS (LUTHERVILLE MD)
MD
04/28/2006 - 02/22/2011
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
05/08/2003 - 05/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
OH
06/19/2000 - 03/07/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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