Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Aaron Day is a financial advisor who is currently registered with IEQ Capital, LLC. Timothy has been in the industry since February 2022. Timothy has experience with Charles Schwab and RBC CAPITAL MARKETS, LLC. Timothy has passed the Series 66, Series 7TO, and SIE exams. Timothy specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/21/2022 - Present
IEQ Capital, LLC (Los Angeles CA)
CA
07/27/2022 - 12/08/2022
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
BOTH
Issued 09/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Timothy Day is the right advisor for you? Invested Better is here to help.
