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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kershaw is an investment advisor representative with Amerity Wealth Management, LLC in Setubal, Portugal. Timothy has been in the financial services industry since 2013. Timothy is registered with the state of Texas and has passed the Series 65 Uniform Investment Adviser Law Examination. Timothy has experience working with various clients, including high-net-worth individuals and corporations or other businesses. Timothy specializes in financial planning, selection of other advisors, and portfolio management for individuals. Amerity Wealth Management, LLC is a registered investment advisor firm headquartered in Lakeland, Florida. The firm manages over $141 million in assets for individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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08/15/2023 - Present
Amerity Wealth Management, LLC (Setubal )
IA
Issued 04/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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