Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lloyd has over 24 years of experience in the financial services industry. Timothy Lloyd currently works for Fidelity Personal And Workplace Advisors, previously working at Cetera Investment Services LLC, SunTrust Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., USAA Financial Advisors, Inc., WM Financial Services, Inc., AMSOUTH INVESTMENT SERVICES, INC., FISERV INVESTOR SERVICES, INC., NATIONSBANC INVESTMENTS, INC., Barnett Investments, Inc., JMC FINANCIAL CORPORATION, and Delta First Financial, Inc.. Timothy Lloyd holds the Series 6, 7, 24, 63, 65, and 66 licenses. Timothy Lloyd provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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
FL
02/04/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
MN
07/31/2019 - 12/15/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
12/04/2013 - 06/12/2019
SUNTRUST INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
FL
06/26/2013 - 10/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
01/24/2011 - 12/02/2011
FIFTH THIRD SECURITIES, INC. (SEFFNER FL)
FL
09/13/2010 - 01/14/2011
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
01/20/2009 - 03/31/2010
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
CA
08/12/2004 - 12/04/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
AL
04/05/2000 - 07/07/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
09/22/1998 - 08/28/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
04/01/1998 - 10/06/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
02/21/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
09/17/1993 - 02/17/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
FL
10/18/1991 - 09/10/1993
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
BOTH
Issued 5/18/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/9/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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