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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Christian Osgood is a registered investment advisor representative with Morgan Stanley. Timothy has been in the industry since 1993 and holds Series 6, 7, 31, and 63 licenses. Timothy's previous experience includes positions at CHASE INVESTMENT SERVICES CORP., USAA INVESTMENT MANAGEMENT COMPANY, and FIRST INVESTORS CORPORATION. Timothy also owns and manages a rental property on Tiki Island. Timothy specializes in providing financial planning and investment advice for individuals, businesses, and investment companies.
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
TX
02/03/2012 - Present
Morgan Stanley (Austin TX)
TX
10/13/2000 - 01/17/2012
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
10/20/1993 - 12/07/1999
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
09/10/1990 - 10/10/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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