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 Herling is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Westlake, OH. Timothy has been in the industry since September 18, 1994 and is registered to offer investment advice in Ohio and Wisconsin. Timothy holds FINRA Series 63, 65, 7 and SIE licenses. Timothy has worked at Raymond James Financial Services Advisors, Inc. since 2009, and also worked at JOSEPHTHAL & CO., INC., and H.J. MEYERS & CO., INC.
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
OH
07/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (WESTLAKE OH)
NY
09/21/1998 - 06/04/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
09/19/1994 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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