Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Barton Davis is an investment advisor representative with Morgan Stanley, registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Timothy has been in the industry since 2010 and has a wealth of experience in providing financial advice and investment management services. His previous roles included serving as an advisor at UBS Financial Services Inc. and E*TRADE Securities LLC. Timothy specializes in helping individuals, families, and businesses achieve their financial goals. His expertise covers a wide range of financial services, including asset allocation, financial planning, and portfolio management. Timothy has a strong track record of success, and he is committed to providing his clients with personalized attention and exceptional service.
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
CA
07/01/2011 - Present
Morgan Stanley (Menlo Park CA)
CA
04/02/2010 - 05/18/2011
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
NJ
01/01/2005 - 02/10/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 04/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Davis is the right advisor for you? Invested Better is here to help.
