Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Christopher Raynor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Punta Gorda, FL. Timothy has been in the financial industry since 1995 and has a strong track record of success in providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Timothy holds the Series 7, 63, and 66 licenses and the SIE exam. Timothy has experience in providing investment advice, portfolio management, and financial planning services. Timothy's clients benefit from his experience and expertise in the financial industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/13/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PUNTA GORDA FL)
FL
09/02/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PUNTA GORDA FL)
FL
05/14/2004 - 09/03/2008
INVEST FINANCIAL CORPORATION (PORT CHARLOTTE FL)
NY
06/26/1995 - 05/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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