Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Donaldson is a financial advisor with LPL Financial LLC. Timothy is a registered representative with the firm and has been in the industry for 17 years. His current registration with LPL Financial LLC is in Florida and his office location is in Tampa, FL. He has a broad range of experience in the financial industry including previous roles at Calton & Associates, Inc., Invest Financial Corporation and Ameriprise Financial Services, Inc. Timothy Donaldson provides a wide range of financial services to clients, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/08/2019 - Present
LPL Financial LLC (TAMPA FL)
FL
04/30/2018 - 12/24/2018
CALTON & ASSOCIATES, INC. (TAMPA FL)
WI
03/04/2013 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
03/18/2010 - 02/13/2013
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
NY
06/01/2009 - 01/04/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
TX
09/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
FL
09/28/2005 - 01/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2017
Series 4 - Registered Options Principal Examination
BC
Issued 03/18/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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