Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kelley is a financial advisor with over 30 years of experience in the financial services industry. Timothy is currently registered with Raymond James & Associates, Inc. in Winter Park, Florida. Prior to joining Raymond James & Associates, Inc., Timothy was registered with Morgan Keegan & Company, Inc., Colonial Brokerage, Inc., SunTrust Investment Services, Inc., Sunpoint Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Timothy is a licensed Series 7, 24, 63 and 66 general securities representative and investment advisor representative.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (Winter Park FL)
FL
10/13/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ORLANDO FL)
FL
04/02/2007 - 10/15/2009
COLONIAL BROKERAGE, INC. (ORLANDO FL)
FL
02/26/1996 - 03/20/2007
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
TX
08/23/1991 - 02/14/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
MN
01/23/1990 - 08/27/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1990 - 08/27/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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