Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrew Heath is a registered investment advisor representative with Park Avenue Securities LLC, which is headquartered in New York, NY. Timothy has been in the industry since 2012. Timothy is currently registered to provide investment advice in Alabama, Florida, Georgia, Louisiana, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Timothy has a Series 6, Series 7, Series 24, Series 63, and Series 65 license. Timothy provides a variety of investment advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management. Timothy specializes in providing services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
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2
AL
05/23/2018 - Present
Park Avenue Securities LLC (MOBILE AL)
AL
08/13/2012 - 05/30/2013
PRINCOR FINANCIAL SERVICES CORPORATION (MOBILE AL)
IA
Issued 11/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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