Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Carr is a financial advisor with over 50 years of experience in the industry. Timothy is currently registered with Morgan Stanley and holds a variety of licenses and certifications, including Series 7TO, Series 63, Series 65, and Series 9. Timothy has previously worked at several other firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Dain, Bosworth Incorporated, A. G. Becker Incorporated, Becker Securities Incorporated, and Thomson McKinnon Securities Inc. Timothy provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Timothy is dedicated 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/01/2009 - Present
Morgan Stanley (Mequon WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEQUON WI)
WI
01/16/1980 - 04/02/2007
MORGAN STANLEY DW INC. (MEQUON WI)
NA
05/31/1979 - 02/15/1980
DAIN, BOSWORTH INCORPORATED
NA
07/13/1978 - 05/26/1979
A. G. BECKER INCORPORATED
NA
02/25/1975 - 07/13/1978
BECKER SECURITIES INCORPORATED
NA
09/26/1966 - 03/26/1975
THOMSON MCKINNON SECURITIES INC.
IA
Issued 05/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 12/29/1980
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1980
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/21/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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