Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Banks is a financial advisor with Raymond James Financial Services Advisors, Inc. located in WINTER PARK, FL. Tim has been working in the financial industry since 1988. Tim has a wide range of experience and holds a number of licenses and certifications, including Series 6, 7, 24, 26, 63 and 65. Tim has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Tim is a Managing Partner of Foundation Financial Group, LLC. In addition to his role at Raymond James Financial Services Advisors, Inc., Tim also provides financial advice to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (WINTER PARK FL)
FL
02/01/1996 - 05/09/2003
INVESTACORP, INC. (MIAMI FL)
NJ
03/10/1988 - 02/02/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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