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 Pritts is an investment advisor representative with Truist Advisory Services, Inc. Timothy has been in the financial industry since January 25, 2009. Timothy is licensed in 51 states, and both Texas and Georgia for investment advisory services. Timothy has a Series 6, 7, 9, 10, 24, 63, and 66 licenses. Timothy's practice is focused on high net worth individuals, corporations and other businesses, and individuals other than high net worth individuals. Timothy also specializes in portfolio management for businesses and individuals. Timothy is also a coach for a high school sports club program and a coach for the Walton High School Lacrosse Booster Club.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
04/20/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
09/22/2010 - 08/17/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
IN
01/23/2003 - 02/16/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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