Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Burr Davis is a financial advisor with over 20 years of experience in the industry. Timothy Burr Davis is currently registered with Steward Partners Investment Advisory, LLC and has been working with the firm since 2017. Before Steward Partners Investment Advisory, LLC, Timothy Burr Davis was with Raymond James Financial Services, Inc., Morgan Stanley, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy Burr Davis specializes in providing financial planning, portfolio management, and investment consulting services to a wide range of clients, including individuals, families, businesses, 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
10/30/2017 - Present
Steward Partners Investment Advisory, LLC (BOSTON MA)
MA
10/19/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
06/01/2009 - 10/20/2017
MORGAN STANLEY (BOSTON MA)
MA
10/10/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
08/10/2001 - 10/20/2008
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
12/11/1998 - 08/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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