Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allan Klingensmith is a financial advisor who has been in the industry since October 24, 1989. He currently works at Raymond James & Associates, Inc. in Portland, Indiana. He is also a registered Investment Advisor in Indiana. Timothy has a strong background in the financial industry, with previous experience at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a registered representative with FINRA and holds Series 7, Series 63, and Series 65 licenses. He is also licensed in a number of other states. Timothy offers a wide range of financial services, including portfolio management, financial planning, and pension consulting. He also provides educational seminars to clients. Timothy 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
IN
11/21/2008 - Present
Raymond James & Associates, Inc. (PORTLAND IN)
IN
01/28/2000 - 12/05/2008
CITIGROUP GLOBAL MARKETS INC. (FORT WAYNE IN)
NY
10/25/1989 - 02/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities 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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