Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Byron Davis is a financial advisor at IMA Advisory Services, Inc., with over 19 years of experience in the industry. Timothy is registered in Kansas and Utah and has a Series 7, Series 9, Series 10, Series 63, and Series 66. Timothy has worked with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit sharing plans. Timothy specializes in providing financial planning, portfolio management, and pension consulting. Timothy is committed to providing clients with personalized financial advice that meets their individual needs.
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.
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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UT
05/28/2024 - Present
IMA Advisory Services, Inc. (SALT LAKE CITY UT)
UT
02/26/2018 - 08/14/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/16/2015 - 01/20/2017
E*TRADE SECURITIES LLC (SANDY UT)
UT
03/02/2010 - 08/20/2014
MORGAN STANLEY (SOUTH JORDAN UT)
HI
06/01/2009 - 01/19/2010
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
12/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
08/23/2007 - 12/18/2008
CHARLES SCHWAB & CO., INC. (HONOLULU HI)
UT
11/20/2006 - 07/03/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
06/11/2004 - 11/20/2006
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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