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 Polen is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Timothy has been in the financial services industry since July 19, 2005. Timothy has a Series 66 license and holds the SIE and Series 7 licenses. Timothy is registered to provide investment advice in Arizona, California, Colorado, Idaho, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin. Timothy's firm, Raymond James Financial Services Advisors, Inc., is a registered investment advisor with the SEC. Raymond James Financial Services Advisors, Inc. offers investment advice to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Timothy's firm provides a variety of investment advisory services, including financial planning, portfolio management, pension consulting, and educational seminars. Timothy's business activities include being an independent contractor for Bush Polen & Associates, Inc., and being an owner of Bush Polen & Associates.
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
WA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (GIG HARBOR WA)
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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